Unclaimed
Ryan Jensen is an Investment Advisor Representative associated with Onedigital Investment Advisors and has been working in the financial services industry since 2004. Ryan has a Series 65 license and is registered to provide investment advice in New Jersey. Ryan has worked in various roles in the financial services industry, including positions at TCNJ, East Main Street Advisors, Gouldin & Mccarthy, Llc and now at Onedigital Investment Advisors. The firm specializes in portfolio management for individuals, businesses, and pooled investment vehicles, as well as financial planning and pension consulting.
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
05/04/2022 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
IA
Issued 12/14/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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