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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Conlon Wallace is an investment advisor representative with Onedigital Investment Advisors. Kevin has been working in the financial services industry since 2013. Kevin is a Series 65 licensed advisor and has experience working with individuals, businesses, pension plans, and charitable organizations.
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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KS
02/21/2024 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
IA
Issued 10/21/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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