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Makayla Bowman

Onedigital Investment Advisors

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About Makayla Bowman

Makayla Bowman is an Investment Advisor Representative at Onedigital Investment Advisors. Makayla has been in the financial services industry since 2014 and has experience working at several firms in the Orlando area. Makayla is registered to provide investment advice in Florida and has a Series 65 license. Makayla provides financial planning services to a wide variety of client types, including individuals, high-net-worth individuals, corporations, and charitable organizations. Makayla's areas of specialization include retirement planning, college savings, estate planning, and investment management. Makayla has a strong commitment to providing her clients with personalized financial advice and guidance.

Firm Information

Makayla Bowman 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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Makayla Bowman’s Registration & Firm History

FL

12/17/2021 - Present

Onedigital Investment Advisors (Orlando FL)

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Licenses & Designations

IA

Issued 03/29/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Makayla Bowman.
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