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Tracy Owen Caldwell

Onedigital Investment Advisors

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About Tracy Owen Caldwell

Tracy Caldwell is an investment advisor representative with Onedigital Investment Advisors. Tracy is a Series 65 licensed advisor, registered with the state of Florida, and has been in the industry since 2013. Tracy's firm, Onedigital Investment Advisors, is based in Overland Park, Kansas and has a branch office in Jensen Beach, Florida. Onedigital Investment Advisors has a long history of providing investment advice to individuals, corporations, and institutions. Tracy's experience and expertise in the investment industry make her a valuable asset to Onedigital Investment Advisors.

Firm Information

Tracy Caldwell 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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Tracy Caldwell’s Registration & Firm History

FL

01/01/2025 - Present

Onedigital Investment Advisors (Jensen Beach FL)

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Licenses & Designations

IA

Issued 04/26/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tracy Owen Caldwell.
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