Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Harold Valk is an investment advisor representative at Onedigital Investment Advisors. David has been in the financial services industry since September 2001. David holds the Series 65 license. Onedigital Investment Advisors is a firm registered with the Securities and Exchange Commission (SEC) that provides financial planning and portfolio management services. The firm has approximately $107.1 billion in assets under management. David is also registered with the state of Michigan.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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KS
02/10/2025 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
Active
Inactive
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