Morgan Daniel Keil

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

• 09/2012 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/2012 → 08/2022
  Equitable Advisors, Llc
  New York, NY
• 08/2022 → 06/2024
  Securities America, Inc.
  Phoenix, AZ
• 08/2022 → 04/2026
  Pfg Advisors
  Phoenix, AZ
• 06/2024 → 11/2025
  Osaic Wealth, Inc.
  Phoenix, AZ
• 11/2025 → 04/2026
  United Planners
  Scottsdale, AZ
• 04/2026 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 07/2026 → Present
  Osaic Wealth
  Scottsdale, AZ

Previous Registrations

• 2022-09-01 → 2026-04-18
  Pfg Advisors
  Phoenix, AZ
• 2012-10-16 → 2022-09-01
  Equitable Advisors, Llc
  Scottsdale, AZ
  Phoenix, AZ
  Scottsdale, AZ
• 2011-04-15 → 2012-05-30
  Morgan Stanley
  Scottsdale, AZ
• 2009-04-13 → 2011-01-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ

Other Businesses

1. DIGITAL INSURANCE LLC POSITION: Financial Advisor & Insurance Producer NATURE: Employee Benefits, Workforce & HR Solutions, Business and Personal Insurance, Risk Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: 300 Galleria Parkway, Suite 1100, Atlanta GA 30339, United States DESCRIPTION: Sale of insurance products 2. ONEDIGITAL INVESTMENT ADVISORS LLC POSITION: Financial Advisor NATURE: Registered Investment Adviser, Third-Party Administrator, and Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 116 START DATE: 04/01/2026 ADDRESS: 11101 Switzer Road, Suite 200, Overland Park KS 66210, United States DESCRIPTION: Provision of investment advisory and/or financial planning services.

Exams

• S66 Uniform Combined State Law Examination
  2009-04-07

Other Names

• Morgan Daniel Keil
• Morgan D Keil
• Morgan Keil