Gregory Jerald Mortenson

Employer firm

Onedigital CRD 106766

$155B regulatory AUM 175 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2010 → 01/2020
  Capstone Advisory Group, Llc
  Edina, MN
• 06/2010 → 01/2020
  Cambridge Investment Research, Inc
  Fairfield, IA
• 06/2010 → Present
  Gregory J. Mortenson
  Edina, MN
• 11/2013 → 01/2020
  Cambridge Investment Research Advisors, Inc.
  Edina, MN
• 02/2020 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 01/2020 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Minnetonka, MN

Previous Registrations

• 2014-01-23 → 2020-02-29
  Capstone Advisory Group Llc
  Edina, MN
  Edina, MN
• 2014-01-23 → 2019-12-31
  Cambridge Investment Research Advisors, Inc.
  Edina, MN
  Edina, MN

Other Businesses

Fixed insurance sales and service; investment related; Scottsdale, AZ 85266; insurance sales; insurance agent; 10/1992; 4 hrs/month; 1 hour during securities trading hours; sales of LTC & life & disability insurance ___|___ OneDigital Investment Advisors LLC; investment related; Scottsdale, AZ 85266; RIA; IAR; 12/15/2019; 160 hours/month devoted; 8 hours during securities trading hours; provide investment products through OneDigital to clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-13
• S63 Uniform Securities Agent State Law Examination
  1992-10-02

Other Names

• Gregory J Mortenson
• Greg Mortenson