Evan
Kress
Onedigital Investment Advisors
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About this Advisor
Evan Kress is a financial advisor operating in Riverside, California who has 5 years of industry experience. Kress is an employee of Onedigital Investment Advisors. Over the course of their career, they have held roles at Retirement Benefits Group, Northern Arizona University, Lpl Financial LLC, Resources Investment Advisors, Triad Advisors and Rbg. Kress holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in California. Onedigital Investment Advisors is an advisory company based in Overland Park, KS. The company has offices in 73 locations and a total of 550 financial advisors. It oversees $89 billion in assets under management across its 25,199 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 97 charities and foundations. Of its 25,199 client accounts, just 5% are held by high-net-worth clients who have more than $1 million in assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees depend on which services the firm provides the client. However, fee types billed by Onedigital Investment Advisors likely are comprised of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Onedigital Investment Advisors Brokerage Details
$89,148,595,824
550
25,199
$3,537,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Evan Kress Work History
Evan has been registered as a financial advisor for 5 years.*
Triad Advisors
Resources Investment Advisors
Lpl Financial LLC
Retirement Benefits Group
Rbg
Northern Arizona University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Evan Kress to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Onedigital Investment Advisors
Round Rock, TX
Pensacola, FL
Overland Park, KS
Raleigh, NC
Torrance, CA
Overland Park, KS
Overland Park, KS
Orlando, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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