Douglas
Wilson
Onedigital Investment Advisors
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About this Advisor
Douglas Wilson is a certified financial planner working in Danvers, Massachusetts, with a total of 1 year of relevant experience. Wilson is an employee of Onedigital Investment Advisors. During their career, Wilson has held roles at Putnam Retail Management, Timescale Financial, Inc, Purshe Kaplan Sterling Investments and Resources Investment Advisors, LLC. Wilson maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts. Onedigital Investment Advisors is a firm based in Overland Park, KS. The firm has offices in 73 locations and a total of 550 people on staff. It oversees $89 billion in total assets among its 25,199 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advisory services to 97 charitable organizations. Of its 25,199 client accounts, just 5% are held by high-net-worth individuals who have at least $1 million in investable assets. The company performs 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. Financial management fee schedules typically vary depending on the type of financial services. However, fee types charged by Onedigital Investment Advisors most likely include any blend 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
Douglas Wilson Work History
Douglas has been registered as a financial advisor for 1 years.*
Resources Investment Advisors, LLC
Timescale Financial, Inc
Purshe Kaplan Sterling Investments
Putnam Retail Management
*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 Douglas Wilson 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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Overland Park, KS
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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.
