Amy
Melander

Onedigital Investment Advisors

CRD#4692263
Investment Advisor
in Aurora, CO

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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

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

Aurora, CO

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Onedigital Investment Advisors Brokerage Details

Total Assets Under Management

$107,102,318,821

CO Average: $2,243,162,756
Total Number of Employees

550

CO Average: 44
Total Number of Accounts

57,121

CO Average: 4,091
Average Account Size

$1,875,008

CO Average: $548,316

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

2024 - Present (0 year)

Onedigital Investment Advisors LLC

2016 - Present (8 years)

Wealthsource Partners, LLC

2015 - Present (9 years)

A.M. Financial

2016 - 2016 (< 1 year)

A.M. Assistance

2015 - 2016 (1 year)

Blessed Sacrament Catholic School

1998 - 2015 (17 years)

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

Donald Bateman
Knoxville, TN
Melissa Marin
Overland Park, KS
Allie Rivera
Overland Park, KS
Katie Calpin
West Harrison, NY
Jonas Boyer
Overland Park, KS
Ryan Boyle
Walnut Creek, CA
John Carey
Overland Park, KS
Mindy Filer
Hummelstown, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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