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Matthew Ryan Thompson is an investment advisor representative with Onedigital Investment Advisors. Matthew Ryan Thompson is currently registered with the state of Kansas. Matthew Ryan Thompson has been in the industry since July 2014 and previously worked at USAA FINANCIAL ADVISORS, INC. Matthew Ryan Thompson specializes in providing financial planning services and portfolio management for individuals, businesses, and pooled investment vehicles.
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
02/26/2024 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
AZ
07/07/2014 - 06/18/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
IA
Issued 02/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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