Michael
Shearon

Onedigital Investment Advisors

CRD#1984397
Investment Advisor
in Brighton, MI

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About this Advisor

Michael Shearon is a financial advisor based in Brighton, Michigan, working with Onedigital Investment Advisors. Michael has previously held positions at Nfp Securities, Inc, Sigma Financial Corporation, Spc, Flynn & Company Inc, and Onedigital Investment Advisors LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Michael is part of Onedigital Investment Advisors, which operates out of Brighton, Michigan. 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 63, Series 65

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

132 E Grand River Ave Suite 207
Brighton, MI 48116

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Onedigital Investment Advisors Brokerage Details

Total Assets Under Management

$107,102,318,821

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

550

MI Average: 44
Total Number of Accounts

57,121

MI Average: 4,091
Average Account Size

$1,875,008

MI 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

Michael Shearon Work History

2019 - Present (5 years)

Onedigital Investment Advisors LLC

2014 - Present (10 years)

Spc

2005 - Present (19 years)

Flynn & Company Inc

2014 - 2018 (4 years)

Sigma Financial Corporation

2005 - 2014 (9 years)

Nfp Securities, Inc

Disclosures

Please visit the SEC profile of Michael Shearon 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

Melissa Marin
Overland Park, KS
Matthew Thompson
Overland Park, KS
Christopher Benson
Centennial, CO
Ryan Boyle
Walnut Creek, CA
Jonas Boyer
Overland Park, KS
John Hull
Overland Park, KS
Marisa Ricottone
Brooklyn, NY
Kyle Murray
Overland Park, KS

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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