Kevin
Kalal
Onedigital Investment Advisors
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About this Advisor
Kevin Kalal is a financial advisor operating in Minneapolis, Minnesota with a total of 2 years of industry experience. Kalal currently works for Onedigital Investment Advisors. Over the course of their career, they have held roles at Resources Investment Advisors, LLC and Abdo, Eick & Meyers, Llp. Kalal maintains a Series 65 license, designating them as an investment advisor representative, and is registered to operate in Minnesota. Onedigital Investment Advisors is an advisory business based out of Overland Park, KS. The firm has offices in 73 locations and a total of 550 employees. It manages $89 billion in assets under management among its 25,199 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 97 charities and foundations. Of its 25,199 accounts, just 5% are associated with high-net-worth individuals who have more than $1 million in investable assets. Onedigital Investment Advisors performs a broad 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. Fees charged by financial advisors largely depend on which services are offered. Fees billed by Onedigital Investment Advisors can 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
Kevin Kalal Work History
Kevin has been registered as a financial advisor for 2 years.*
Resources Investment Advisors, LLC
Abdo, Eick & Meyers, Llp
*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 Kevin Kalal 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
Torrance, CA
Raleigh, NC
Round Rock, TX
Overland Park, KS
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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