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Caroline C. Stegman

Onedigital Investment Advisors

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About Caroline C. Stegman

Caroline C. Stegman is an investment advisor representative at Onedigital Investment Advisors. Caroline is a registered investment advisor in Missouri. Caroline is also a board member of the Bank of Kampsville. Caroline has been in the financial industry since 2004. Caroline is experienced in providing financial planning, portfolio management, and selection of other advisors to individuals, businesses, and pooled investment vehicles.

Firm Information

Caroline Stegman is currently registered with Onedigital Investment Advisors. Onedigital Investment Advisors is a financial advisory firm based in Overland Park, KS with a focus on providing investment and wealth management services. The firm manages over $107 billion in assets for various clients, including individuals, corporations, and institutions. They offer a wide range of services, including financial planning, portfolio management, and pension consulting. The firm employs over 380 investment advisory professionals and has a history of strong client relationships.
Onedigital Investment Advisors

11101 SWITZER ROAD

OVERLAND PARK, KS 66210

$107.10B

Assets Under Management

360

Total Clients

324

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Caroline Stegman’s Registration & Firm History

KS

01/25/2022 - Present

Onedigital Investment Advisors (OVERLAND PARK KS)

IL

09/20/2004 - 10/28/2008

CITIGROUP GLOBAL MARKETS INC. (DEERFIELD IL)

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Licenses & Designations

IA

Issued 12/19/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/12/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/17/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Caroline C. Stegman.
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