Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Groebl is a registered investment advisor representative with Onedigital Investment Advisors in Overland Park, Kansas. Timothy has over 18 years of experience in the financial services industry. He is a Series 6, 7, 63, and 66 licensed representative and holds the SIE designation. Previously, Timothy worked for Triad Advisors, LPL Financial, Morgan Stanley Smith Barney, and Citigroup Global Markets. Timothy also has experience with Allstate Financial Services and Smith Barney. He is currently registered in Kansas.
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
11/20/2015 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
KS
02/23/2017 - 03/01/2023
TRIAD ADVISORS LLC (Leawood KS)
KS
10/25/2010 - 03/15/2017
LPL FINANCIAL LLC (OVERLAND PARK KS)
MO
06/01/2009 - 10/11/2010
MORGAN STANLEY SMITH BARNEY (KANSAS CITY MO)
MO
06/03/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (KANSAS CITY MO)
NE
12/17/2004 - 10/18/2005
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NY
01/11/1995 - 12/21/1995
SMITH BARNEY INC. (NEW YORK NY)
MO
05/10/1994 - 01/25/1995
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
BOTH
Issued 06/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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