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Stewart Andrew joseph Bale

Onedigital Investment Advisors

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About Stewart Andrew joseph Bale

Stewart Bale is an investment advisor representative with Onedigital Investment Advisors, based in Overland Park, KS. Stewart has been in the industry since January 2021 and specializes in offering investment advice for individuals, businesses, and pooled investment vehicles. Stewart has a Series 63, Series 65, Series 7 and SIE licenses.

Firm Information

Stewart Bale 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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Stewart Bale’s Registration & Firm History

KS

01/11/2024 - Present

Onedigital Investment Advisors (OVERLAND PARK KS)

CO

01/27/2021 - 05/05/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Grand Jct CO)

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Licenses & Designations

IA

Issued 09/27/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/03/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/27/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/15/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stewart Andrew joseph Bale.
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