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Kenna Jo marie Graham

Onedigital Investment Advisors

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About Kenna Jo marie Graham

Kenna Jo marie Graham is an investment advisor representative with Onedigital Investment Advisors. Kenna has been in the financial services industry since 2011. Kenna holds the Series 7, 65, and 66 licenses. Kenna is registered to provide investment advice in Michigan. Kenna specializes in providing financial planning services to individuals, businesses, and retirement plans. Kenna also offers portfolio management services for individuals, businesses, and pooled investment vehicles. Kenna is a licensed restaurant owner and operator in Michigan.

Firm Information

Kenna Graham 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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Kenna Graham’s Registration & Firm History

MI

05/30/2024 - Present

Onedigital Investment Advisors (Wayland MI)

AL

07/29/2011 - 10/03/2013

EDWARD JONES (MOBILE AL)

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Licenses & Designations

IA

Issued 05/30/2024

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/11/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/28/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenna Jo marie Graham.
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