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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Aaron Webdell is a financial advisor with OneDigital Investment Advisors. Richard has been in the industry since October 2001, and holds the following licenses: Series 6, Series 7, Series 24, and Series 66. Richard is registered with the state of Kansas as an investment advisor representative. Richard has been providing financial advice to individuals, families, and businesses for over 20 years. He is also a certified financial planner, and has a wealth of experience in helping clients achieve their financial goals. Richard has worked with various firms like LPL Financial LLC, AXA Advisors LLC and PFS Investments Inc. Currently, Richard works with a variety of clients, including high-net-worth individuals, families, businesses, and charitable organizations. He provides a comprehensive range of financial services, including financial planning, investment management, retirement planning, and estate planning. Richard is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
1
2
KS
12/22/2014 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
KS
02/16/2017 - 08/23/2024
TRIAD ADVISORS LLC (Overland Park KS)
KS
12/17/2014 - 03/02/2017
LPL FINANCIAL LLC (OVERLAND PARK KS)
KS
08/15/2012 - 12/19/2014
QUESTAR CAPITAL CORPORATION (OVERLAND PARK KS)
KS
02/01/2002 - 08/24/2012
AXA ADVISORS, LLC (OVERLAND PARK KS)
GA
10/15/2001 - 01/30/2002
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 03/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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