Mindee
Kissinger
Onedigital Investment Advisors
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About this Advisor
Mindee Kissinger is a financial advisor based in Sacramento, California, working with Onedigital Investment Advisors. Mindee has previously held positions at Franklin Templeton Distributors Inc, Franklin Templeton Financial Services Corp, Unemployed - Sabbatical, Kestra Investment Services, LLC - Cp, Triad Advisors, and Resources Investment Advisors, LLC. Mindee has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Mindee is part of Onedigital Investment Advisors, which operates out of Sacramento, California. The firm has 83 offices and 550 employees. The firm manages assets totaling $107.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Onedigital Investment Advisors includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Onedigital Investment Advisors Brokerage Details
$107,102,318,821
550
57,121
$1,875,008
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
Mindee Kissinger Work History
Triad Advisors
Resources Investment Advisors, LLC
Kestra Investment Services, LLC - Cp
Unemployed - Sabbatical
Franklin Templeton Financial Services Corp
Franklin Templeton Distributors Inc
Disclosures
Please visit the SEC profile of Mindee Kissinger 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
Henrico, VA
Rochester, NY
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Round Rock, TX
Auburn Hills, MI
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