Amy
Melander
Onedigital Investment Advisors
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About this Advisor
Amy Melander is a financial advisor based in Aurora, Colorado, working with Onedigital Investment Advisors. Amy has previously held positions at Marathon Investment Management, Inc, A.M. Financial, Blessed Sacrament Catholic School, A.M. Assistance, Wealthsource Partners, LLC, and Onedigital Investment Advisors LLC. Amy has passed the Series 65 regulatory exam and is registered to provide services in Colorado and Texas. Currently, Amy is part of Onedigital Investment Advisors, which operates out of Aurora, Colorado. 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
Amy Melander Work History
Onedigital Investment Advisors LLC
Wealthsource Partners, LLC
A.M. Financial
A.M. Assistance
Blessed Sacrament Catholic School
Marathon Investment Management, Inc
Disclosures
Please visit the SEC profile of Amy Melander 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
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Knoxville, TN
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Brooklyn, NY
Danvers, MA
Overland Park, KS
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