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Gerard Patrick Pernot

Onedigital

Wall, NJ

Kingston, PA

Overland Park, KS

CRD 1642560

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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:

Current Employers
Onedigital

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-04-22
TX RA APPROVED_RES 2026-04-22
NJ RA APP_PEND_IARCE 2026-01-01
  • PA RA
    APPROVED
    Since 2026-04-22
  • TX RA
    APPROVED_RES
    Since 2026-04-22
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

2101 Hwy 34 South Suite B, Wall, NJ 07719 • United States

Kingston, PA • United States

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cuna Mutual Group Waverly IA 09/2008 07/2022
Cuna Brokerage Services, Inc. Waverly IA 09/2008 07/2022
Onedigital Investment Advisors Overland Park KS 07/2022 Present
  • 09/2008 → 07/2022
    Cuna Mutual Group
    Waverly, IA
  • 09/2008 → 07/2022
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 07/2022 → Present
    Onedigital Investment Advisors
    Overland Park, KS
Previous Registrations
  • 2008-10-21 → 2022-07-29
    Cuna Brokerage Services, Inc.
    Madison, WI
    Brownstown Twp, MI
    Duryea, PA
    Madison, WI
  • 2015-08-27 → 2022-07-29
    Trustage Investment Management
    Duryea, PA
    Madison, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-10-20
S63 Uniform Securities Agent State Law Examination 1987-05-12
  • S65 Uniform Investment Adviser Law Examination
    2008-10-20
  • S63 Uniform Securities Agent State Law Examination
    1987-05-12
Other Names
  • Gerry Pernot

View on SEC IAPD

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