Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawson? Claim Your ProfileDawson Gregory Kohlman is an Investment Advisor Representative with Onedigital Investment Advisors, an investment advisor registered with the state of Kansas. Dawson is licensed in Kansas. Dawson has been in the securities industry since 2020. Dawson has a Series 65 license. Dawson's areas of specialization include: Asset Allocation, Financial Planning, Retirement Planning, Portfolio Management, Mutual Funds, and ETFs.
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
12/18/2021 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
IA
Issued 12/18/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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