Unclaimed
Jeffrey Evan Nordt is a financial advisor associated with Onedigital Investment Advisors. Jeffrey has been in the industry since February 2015 and holds licenses for Series 7, Series 66, and SIE. Jeffrey is registered to provide investment advice in Colorado, Kansas, and Missouri. Jeffrey is also a licensed insurance agent, serving clients in Kansas.
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.
1
2
KS
09/14/2020 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
KS
10/01/2020 - 08/23/2024
TRIAD ADVISORS LLC (Overland Park KS)
KS
08/22/2017 - 09/15/2020
TD AMERITRADE, INC. (OVERLAND PARK KS)
KS
02/15/2017 - 08/14/2017
PRINCIPAL SECURITIES, INC. (OVERLAND PARK KS)
MO
06/09/2016 - 02/15/2017
THE O.N. EQUITY SALES COMPANY (Lee's Summit MO)
MD
01/28/2015 - 05/19/2016
VALIC FINANCIAL ADVISORS, INC. (LINTHICUM MD)
BOTH
Issued 02/25/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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