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Onedigital CRD 106766
$155B regulatory AUM 175 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-05-20 |
Branch Locations
Spring Lake, MI • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Old National Bank | Grand Rapids | MI | 04/2015 | 03/2020 |
| Huntington National Bank | Grand Rapids | MI | 04/2021 | 06/2023 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 07/2023 | Present |
| Unemployed | Grand Rapids | MI | 03/2020 | 04/2021 |
1. BMW Properties, LTD ; Not investment related ; 15967 Baird Dr, Spring Lake MI 49456 ; Holds home for relative's residence ; Co-Owner ; 2020 Start Date ; 10 hours/year ; 0 hours/month devoted during securities trading hours ; BMW holds a home purchased for relative's residence. Relative pays rent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-20 |
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