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David Matthew Frings

Onedigital Investment Advisors

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About David Matthew Frings

David Matthew Frings is an Investment Advisor Representative with OneDigital Investment Advisors. David has been in the industry since 2012 and has a history of working with Fidelity Brokerage Services and Merrill Lynch. David is registered to provide investment advice in California. His primary focus is on providing financial planning, pension consulting and portfolio management for individuals, businesses and pooled investment vehicles. David is also a registered representative with a Series 7 and Series 66 license.

Firm Information

David Frings 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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David Frings’s Registration & Firm History

CA

09/05/2024 - Present

Onedigital Investment Advisors (Sacramento CA)

CA

06/12/2017 - 02/20/2024

FIDELITY BROKERAGE SERVICES LLC (ROSEVILLE CA)

CA

12/22/2012 - 06/06/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FOLSOM CA)

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Licenses & Designations

BOTH

Issued 01/29/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for David Matthew Frings. Review regulatory record here.
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