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Gregory Kenneth Swanson

Onedigital Investment Advisors

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About Gregory Kenneth Swanson

Gregory Swanson is a financial advisor with over 15 years of experience. Gregory is a Certified Financial Planner™ and has extensive experience in portfolio management for individuals, businesses, and pooled investment vehicles. Gregory is also a Registered Representative and holds the Series 7 and Series 66 licenses. Currently, Gregory is affiliated with Onedigital Investment Advisors and ASI Wealth Management & Consulting Services. Gregory has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Gregory Swanson 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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Gregory Swanson’s Registration & Firm History

WA

07/01/2024 - Present

Onedigital Investment Advisors (Tacoma WA)

WA

07/24/2008 - 10/11/2016

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (SEATTLE WA)

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Licenses & Designations

BOTH

Issued 08/01/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/11/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Kenneth Swanson.
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