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Katrina Syble Vanderdray

Onedigital Investment Advisors

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About Katrina Syble Vanderdray

Katrina Vanderdray is an investment advisor representative with Onedigital Investment Advisors. Katrina holds the Series 65 license and is registered in Florida. Katrina has been in the financial services industry since November 2010. Katrina has worked for BB&T Institutional Trust and Resources Investment Advisors, LLC. Katrina specializes in providing financial planning services to individuals, businesses, investment companies, charitable organizations, pooled investment vehicles, pension and profit-sharing plans, and state or municipal government entities. Onedigital Investment Advisors is headquartered in Overland Park, Kansas, and has offices in Tampa, Florida.

Firm Information

Katrina Vanderdray 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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Katrina Vanderdray’s Registration & Firm History

KS

04/20/2021 - Present

Onedigital Investment Advisors (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 02/17/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katrina Syble Vanderdray.
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