Mark
Beaton
Onedigital Investment Advisors
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About this Advisor
Mark Beaton is a financial advisor who works out of Overland Park, Kansas with a total of 8 years of relevant experience. Beaton is on the advisory team at Onedigital Investment Advisors. Their career trajectory has included roles at Money Concepts Capital Corp, Strategic Insurance Consultants, Minnesota Life Ins Co, Securian Financial Services, Inc, Gcg Financial and Bukaty Companies Financial Services. Beaton maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Colorado. Onedigital Investment Advisors is a financial advisory company that has its headquarters in Overland Park, KS. The company has offices in 73 locations and a total of 550 financial advisors. It has $89 billion in total assets across its 25,199 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 97 charitable organizations. Of its 25,199 client accounts, just 5% are held by high-net-worth clients who have greater than $1 million in assets. Onedigital Investment Advisors offers 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. A financial advisor's fee schedules typically are based on which services the firm provides the client. Fees billed by Onedigital Investment Advisors can be 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
Mark Beaton Work History
Mark has been registered as a financial advisor for 8 years.*
Bukaty Companies Financial Services
Strategic Insurance Consultants
Minnesota Life Ins Co
Securian Financial Services, Inc
Gcg Financial
Money Concepts Capital Corp
*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 Mark Beaton 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
Pensacola, FL
Overland Park, KS
Overland Park, KS
Overland Park, KS
Raleigh, NC
York, PA
Overland Park, KS
Torrance, CA
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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