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Nathan David Smith

Onedigital Investment Advisors

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About Nathan David Smith

Nathan David Smith is an Investment Advisor Representative at Onedigital Investment Advisors. Nathan has been working in the financial industry since May 2013 and has experience in a variety of roles, including in sales and service of non-variable insurance products. Nathan has a Series 65 license and specializes in Portfolio Management for Businesses, Portfolio Management for Individuals and Portfolio Management for Pooled Investment Vehicles. Nathan provides financial planning and pension consulting services. Nathan is registered with the state of Georgia and has been with OneDigital Investment Advisors since September 2023.

Firm Information

Nathan Smith 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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Nathan Smith’s Registration & Firm History

KS

09/18/2023 - Present

Onedigital Investment Advisors (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 04/01/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathan David Smith.
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