Katie
Calpin
Onedigital Investment Advisors
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About this Advisor
Katie Calpin is a financial advisor based in West Harrison, New York, working with Onedigital Investment Advisors. Katie has previously held positions at Lpl Financial, Triad Advisors, and Resources Investment Advisors. Katie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Katie is part of Onedigital Investment Advisors, which operates out of West Harrison, New York. 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
Services Offered
Fee Structure
Office Location
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Onedigital Investment Advisors Brokerage Details
$107,102,318,821
550
57,121
$1,875,008
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
Katie Calpin Work History
Resources Investment Advisors
Triad Advisors
Lpl Financial
Disclosures
Please visit the SEC profile of Katie Calpin 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
Walnut Creek, CA
Overland Park, KS
Round Rock, TX
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
West Harrison, NY
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