Michael
Shearon
Onedigital Investment Advisors
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About this Advisor
Michael Shearon is a financial advisor who works in Troy, Michigan with a total of 4 years of relevant experience. Shearon currently works for Onedigital Investment Advisors. Throughout their career, they have worked at Aquinas College, Shannon Precision Fastener, Flynn Benefits Group, Fidelity Brokerage Services, LLC, Sigma Financial Corporation, Flynn & Company Inc and Resources Investment Advisors. Shearon holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Michigan. Onedigital Investment Advisors is an advisory business based in Overland Park, KS. The firm has offices in 73 locations and a total of 550 people on staff. It has $89 billion in assets under management between its 25,199 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 97 charities and foundations. Of its 25,199 client accounts, just 5% are held by high-net-worth clients who have greater than $1 million in investable assets. The company has a wide assortment 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 fees are based on which services the firm provides the client. Fee types charged by Onedigital Investment Advisors most likely include any combination 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
Michael Shearon Work History
Michael has been registered as a financial advisor for 4 years.*
Resources Investment Advisors
Flynn & Company Inc
Sigma Financial Corporation
Fidelity Brokerage Services, LLC
Shannon Precision Fastener
Flynn Benefits Group
Aquinas College
*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 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
Overland Park, KS
Overland Park, KS
Raleigh, NC
Pensacola, FL
Overland Park, KS
Overland Park, KS
Round Rock, TX
Orlando, FL
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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