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Onedigital CRD 106766
$155B regulatory AUM 175 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-22 |
Branch Locations
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
1133 Medina Road Suite 300, Medina, OH 44256 • United States
Willoughby, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group | Clevland | OH | 06/2015 | 01/2017 |
| Kestra Financial, Inc. | Cleveland | OH | 02/2017 | 10/2020 |
| Gallagher Benefit Services | Cleveland | OH | 02/2017 | 10/2020 |
| Mcdonald Partners Llc | Cleveland | OH | 11/2020 | 08/2025 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 08/2025 | Present |
Fixed insurance sales and service; investment related; 1133 Medina Road, Suite 300, Medina, OH 44256; sales and service of non-variable insurance products; agent; 12/17/2007; 4 hrs/month; 1 hr during trading; sales and service of non-variable insurance products __|__ Jacobs Entertainment Group/AEG; not investment related; Three venues: Jacobs Pavilion-2014 Sycamore Street, Cleveland, OH 44113, Agora Cleveland- 5000 Euclid Ave, Cleveland, OH 44103, Globe Iron-2320 Center Street, Cleveland, OH 44113; Live Music Venue Guest Services; 5/19/2024; 30 hours/month devoted; 0 during securities trading hours; Assist with entry, directions, accessibility, and resolving guest concerns throughout live music events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-29 |
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