TrueAdvisor
TrueAdvisor
AT
AT

Amy Todd

Onedigital
10 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningInvestment Management
Onedigital
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
328 advisors
Number of Clients
19,007 clients
Average Client Portfolio
$7.5M average
Assets Under Management
$142.6B

Fee Structure

Financial Planning:Investment management only

Location

11101 Switzer Road, Suite 200, Overland Park, KS, 66210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Onedigital
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Vanguard Marketing CorporationBroker
February 2016 - August 2022 · 6 yrs 6 mos
Vanguard Marketing CorporationBroker
August 2011 - October 2013 · 2 yrs 2 mos
State Registrations2 states
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Advisor
Exams
No exam information available for this advisor.