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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 |
|---|---|---|---|
| MN | RA | APPROVED | 2026-08-10 |
Branch Locations
10900 Wayzata Boulevard Suite 620, Minnetonka, MN 55305 • 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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Minneapolis | MN | 06/2019 | 03/2021 |
| J.P. Morgan Securities Llc | Minneapolis | MN | 10/2020 | 03/2021 |
| Northwestern Mutual Investment Services, Llc | Mendota Heights | MN | 04/2019 | 05/2019 |
| Ail | Roseville | MN | 12/2018 | 02/2019 |
| Army | Schofield Barracks | HI | 02/2017 | 08/2018 |
| Unemployed | Minneapolis | MN | 09/2018 | 11/2018 |
| Unemployed | Minneapolis | MN | 03/2019 | 03/2019 |
| Army | Ft Bragg | NC | 08/2013 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hopkins | MN | 05/2022 | 01/2024 |
| Wells Fargo | Minneapolis | MN | 04/2021 | 05/2022 |
| Bank Of America, Na | Hopkins | MN | 05/2022 | 01/2024 |
| Granite Community Bank | Cold Spring | MN | 01/2024 | 04/2024 |
| Ausdal Financial Partners, Inc | Davenport | IA | 01/2024 | 04/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayzata | MN | 04/2024 | 08/2026 |
| Bank Of America N.A. | Wayzata | MN | 05/2024 | 08/2026 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-03 |
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