John
Marske

Onedigital Investment Advisors

CRD#1349330
Investment Advisor
in Greensboro, NC

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About this Advisor

John Marske is a financial advisor based in Greensboro, North Carolina, working with Onedigital Investment Advisors. John has previously held positions at Bmo Global Asset Management, Old National Bank, Triad Financial Advisors, and Onedigital Investment Advisors LLC. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, John is part of Onedigital Investment Advisors, which operates out of Greensboro, North Carolina. 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, CERTIFIED FINANCIAL PLANNER™

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

3623 N. Elm Street, Suite 102
Greensboro, NC 27455

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Onedigital Investment Advisors Brokerage Details

Total Assets Under Management

$107,102,318,821

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

550

NC Average: 44
Total Number of Accounts

57,121

NC Average: 4,091
Average Account Size

$1,875,008

NC 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

John Marske Work History

2023 - Present (1 year)

Onedigital Investment Advisors LLC

2019 - Present (5 years)

Triad Financial Advisors

2014 - 2019 (5 years)

Old National Bank

2006 - 2014 (8 years)

Bmo Global Asset Management

Disclosures

Please visit the SEC profile of John Marske 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

John Hull
Overland Park, KS
Amber Jones
Henrico, VA
Shemar Etienne
Atlanta, GA
Bradford Hyde
Bonita Springs, FL
Jonas Boyer
Overland Park, KS
Kevin Major
Overland Park, KS
Mindy Filer
Hummelstown, PA
Donald Bateman
Knoxville, TN

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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