Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Swanson is an investment advisor representative with Onedigital Investment Advisors, a firm that manages over $107 billion in assets. Kevin has been in the industry for over 25 years and has a broad range of experience, including working with individuals, businesses, and institutions. Kevin is a Registered Representative in California and Texas. Kevin also has a Series 6, 7, 24 and 66 license, and is a Certified Financial Planner. He is dedicated to helping clients achieve their financial goals, with a focus on retirement planning, investment management, and estate planning.
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.
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2
KS
01/24/2024 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
CA
02/17/2012 - 01/02/2024
APW CAPITAL, INC. (Morro Bay CA)
CA
11/30/2010 - 02/09/2012
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SAN LUIS OBISPO CA)
CA
06/16/2004 - 12/22/2010
LPL FINANCIAL CORPORATION (SAN LUIS OBISPO CA)
MO
03/21/1998 - 06/21/2004
EDWARD JONES (ST. LOUIS MO)
CA
08/31/1994 - 03/16/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
BOTH
Issued 04/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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