Steven
Carter

Onedigital Investment Advisors

CRD#4522907
Investment Advisor
in Overland Park, KS

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About this Advisor

Steven Carter is a financial advisor working out of Overland Park, Kansas who has 1 year of industry experience. Carter is on the advisory team at Onedigital Investment Advisors. Over the course of their career, they have held roles at New England Securities, Lpl Financial LLC, Independent Financial Partners, Ifp Securities, LLC, Onedigital Investment Advisors, LLC and Triad Advisors. Carter holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida and Texas. Onedigital Investment Advisors is a registered investment business that has its headquarters in Overland Park, KS. It has offices in 73 locations and a total of 550 advisors. It manages $89 billion in assets between its 25,199 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 97 charitable organizations. Of its 25,199 customer accounts, just 5% are associated with high-net-worth clients who have at least $1 million in assets. The firm performs a number of services, such as 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 fee schedules vary depending on which services the firm provides the client. Fee types billed by Onedigital Investment Advisors may include some combination of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

11101 Switzer Road Suite 200
Overland Park, KS 66210

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Onedigital Investment Advisors Brokerage Details

Total Assets Under Management

$89,148,595,824

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

550

KS Average: 44
Total Number of Accounts

25,199

KS Average: 4,091
Average Account Size

$3,537,783

KS 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

Steven Carter Work History

Steven has been registered as a financial advisor for 1 years.*

2023 - Present (1 year)

Triad Advisors

2022 - Present (2 years)

Onedigital Investment Advisors, LLC

2019 - 2023 (4 years)

Ifp Securities, LLC

2013 - 2019 (6 years)

Lpl Financial LLC

2013 - 2023 (10 years)

Independent Financial Partners

2002 - 2013 (11 years)

New England Securities

*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 Steven Carter 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

Michael Goddard
Torrance, CA
John Nemmers
Overland Park, KS
Ashley Hudson
Pensacola, FL
Robert Culberson
Orlando, FL
Robert Bockel
Overland Park, KS
Alex Esposito
Overland Park, KS
Brandon Kempin
Overland Park, KS
Kevin Savage
Overland Park, KS

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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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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