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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Martin Moderson is an investment advisor representative with Onedigital Investment Advisors. John is a registered investment advisor in Kansas, and has been in the industry since February 11, 2014. John is also a registered representative in Kansas and has passed the Series 6, Series 7, and Series 63 exams, as well as the Securities Industry Essentials Exam. John previously worked at Triad Advisors LLC, and American Century Investment Services Inc.
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
11/17/2016 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
KS
02/22/2017 - 08/23/2024
TRIAD ADVISORS LLC (Overland Park KS)
MO
09/16/2013 - 06/20/2016
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
Issued 11/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/14/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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