Unclaimed
Edward Thomas Kratty is an investment advisor representative in Overland Park, Kansas, with 35 years of experience in the financial services industry. Edward is currently registered with Onedigital Investment Advisors and World Class Unlimited, Inc. He has also previously been employed by VSR Financial Services, Inc., Symphonic Securities LLC and Rim Securities LLC. Edward has passed the Series 6 and Series 63 exams. He is a licensed independent insurance agent and the owner of A&E Associates, ST, LLC., a commercial rental property business.
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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2
KS
11/25/2019 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
KS
09/21/2007 - 10/01/2012
VSR FINANCIAL SERVICES, INC. (LEAWOOD KS)
KS
09/19/2006 - 10/19/2007
SYMPHONIC SECURITIES LLC (LEAWOOD KS)
KS
11/09/2005 - 10/19/2007
RIM SECURITIES LLC (LEAWOOD KS)
KS
02/08/1988 - 11/10/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 02/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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