John
Mcconkie
Onedigital Investment Advisors
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About this Advisor
John Mcconkie is a financial advisor working out of Midvale, Utah, who has 4 years of industry experience. Mcconkie is on the advisory team at Onedigital Investment Advisors. Mcconkie has gained experience at Lpl Financial LLC, Mountain America Credit Union, Resources Investment Advisors, None and Multiview. Mcconkie holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Utah. Onedigital Investment Advisors is an advisory firm that has its headquarters in Overland Park, KS. The company has offices in 73 locations and a total of 550 advisors. It handles $89 billion in total assets among its 25,199 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 97 charitable organizations. Of its 25,199 accounts, just 5% are held by high-net-worth clients who have at least $1 million in assets available to invest. Onedigital Investment Advisors has a number of services, including 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. A financial advisor's fees usually vary depending on which service is provided. Fee types charged by Onedigital Investment Advisors may 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
John Mcconkie Work History
John has been registered as a financial advisor for 4 years.*
Resources Investment Advisors
None
Multiview
Lpl Financial LLC
Mountain America Credit Union
*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 John Mcconkie 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
Pensacola, FL
Overland Park, KS
Overland Park, KS
Overland Park, KS
York, PA
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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