Matthew Ryan Thompson

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

• 05/2014 → 06/2020
  Usaa Financial Advisors Inc
  Phoenix, AZ
• 05/2014 → 01/2018
  Usaa Financial Planning Services
  Phoenix, AZ
• 01/2018 → 06/2020
  Usaa Investment Management Company
  San Antonio, TX
• 01/2024 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 06/2020 → 09/2022
  Usaa Life Company
  Phoenix, AZ
• 10/2022 → 01/2024
  Unemployed
  Gilbert, AZ

Previous Registrations

• 2018-01-08 → 2020-06-26
  Usaa Investment Services Company
  San Antonio, TX
• 2015-01-30 → 2018-01-08
  Usaa Financial Planning Services
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-26
• S63 Uniform Securities Agent State Law Examination
  2014-07-24