Patrice Marie Macgibbon

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

• 11/2012 → 01/2020
  Cambridge Investment Research Inc
  Fairfield, IA
• 11/2012 → 01/2020
  Capstone Advisory Group
  Edina, MN
• 11/2012 → 01/2020
  Patrice Macgibbon
  Edina, MN
• 12/2019 → 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

• 2014-01-27 → 2020-02-29
  Capstone Advisory Group Llc
  Edina, MN
  Edina, MN

Other Businesses

1)Insurance sales, multiple carriers; investment related; 10900 Wayzata Blvd Suite 620 Minnetonka, MN 55305; insurance sales;agent;11/2012; 32.5 hrs/month; 2 hrs during trading;provide a variety of insurance products, life/ltc/disability/annuities. __|__ 2)OneDigital;not investment related;200 Galleria Parkway SE,Suite 1950,Atlanta,GA 30339;employee benefits;employee of One Digital as a financial adviser;2/1/2020;5 hrs/month;20 min during trading;referral source for our employee benefit employees at OneDigital. __|__

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-01-10

Other Names

• Patrice Marie Sheldon
• Patrice M Sheldon