Adam
Rivett
Onedigital Investment Advisors
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About this Advisor
Adam Rivett is a financial advisor operating in Auburn Hills, Michigan with 4 years of industry experience. Rivett is an employee of Onedigital Investment Advisors. Their career trajectory has included roles at Gwfs Equities, Inc, Bed Bath And Beyond, American Fidelity, Resources Investment Advisors and American Fidelity Assurance. Rivett has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Michigan. Onedigital Investment Advisors is a registered investment firm that has its headquarters in Overland Park, KS. The company has offices in 73 locations and a total of 550 people on staff. It handles $89 billion in assets between its 25,199 accounts, placing it among the largest firms in the nation by assets under management. The firm serves 97 charitable organizations. Of its 25,199 client accounts, just 5% are held by high-net-worth investors 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 advisory fee schedules typically are based on which services the firm provides the client. Fee types billed by Onedigital Investment Advisors likely include 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
Adam Rivett Work History
Adam has been registered as a financial advisor for 4 years.*
Resources Investment Advisors
Gwfs Equities, Inc
American Fidelity
American Fidelity Assurance
Bed Bath And Beyond
Bed Bath And Beyond
*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 Adam Rivett 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
Orlando, FL
Overland Park, KS
Overland Park, KS
Pensacola, FL
Torrance, CA
Overland Park, KS
Overland Park, KS
York, PA
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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