Katelynn Julie Kendall

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

• 08/2006 → 11/2017
  Lpl Financial Llc
  Danvers, MA
• 05/2015 → 12/2023
  Timescale Financial, Inc.
  Danvers, MA
• 06/2022 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS

Previous Registrations

• 2018-07-30 → 2023-12-31
  Timescale Financial, Inc.
  Danvers, MA
• 2010-12-17 → 2017-11-07
  Lpl Financial Llc
  Danvers, MA
  Danvers, MA

Exams

• S66 Uniform Combined State Law Examination
  2010-12-13

Other Names

• Katelynn J Kendall
• Kate Kendall
• Katelynn Kendall