# ONEDIGITAL

> FINRA firm 106766 · ACTIVE · **⚠ HAS DISCLOSURE EVENTS** · OVERLAND PARK, KS

## ⚠ Regulatory disclosure flag

FINRA reports regulatory or customer-dispute disclosure events for this firm. The disclosure detail (regulatory actions, arbitrations, customer complaints, criminal events) is on the canonical BrokerCheck page — every advisor / broker-dealer carrying a yes on this flag has at least one reported event.

## Key facts

- **FINRA firm ID:** 106766
- **Firm name:** ONEDIGITAL
- **Other names:** (K)RPG, WESTMINSTER CONSULTING, WEALTHSOURCE, VERTICAL FINANCIAL, TRIAD FINANCIAL ADVISORS, TIMESCALE FINANCIAL, THE PINNACLE PLANNING GROUP, TEROS ADVISORS, STRATEGIC RETIREMENT GROUP, STONESTREET EQUITY, SILICON VALLEY RETIREMENT SERVICES, SIGNATURE WEALTH MANAGEMENT GROUP, SHA RETIREMENT GROUP, SERVICE PLANNING CORPORATION, RETIREMENT PARTNER ADVISORS (RPA), RETIREMENT BENEFITS GROUP, RESOURCES INVESTMENT ADVISORS, LLC, RESOURCES INVESTMENT ADVISORS INC, RESOURCES INVESTMENT ADVISORS, PROSPERITY FINANCIAL GROUP MIDWEST (PFG), PRAXIS CONSULTING, PENSION INVESTMENT SERVICES, LLC, ONEDIGITAL RETIREMENT AND WEALTH, ONEDIGITAL INVESTMENT ADVISORS LLC, ONEDIGITAL INVESTMENT ADVISORS, ONEDIGITAL FINANCIAL SERVICES, ONEDIGITAL, MUNKEBY KRAMER, MONTGOMERY RETIREMENT PLAN ADVISORS, LEGACY ASSET MANAGEMENT, KZ WEALTH, KEYSTONE RETIREMENT & INSURANCE ADVISORS, KB FINANCIAL, JFL TOTAL WEALTH MANAGEMENT, IMPACT BENEFITS & RETIREMENT, HM CAPITAL MANAGEMENT, GROEBL BROTHERS, GOULDIN & MCCARTHY, GHC ASSOCIATES, GENERATIONS WEALTH PLANNING, FUTURE BENEFITS, FULCRUM PARTNERS, FLORIDA PENSION GROUP, FIDUCIARY PLAN ADVISORS, EAST MAIN STREET ADVISORS, DERSE MORGEN FINANCIAL ADVISORS, CLEARVIEW ADVISORY, CHEPENIK FINANCIAL, CAPSTONE ADVISORY GROUP, CAFARO GREENLEAF, BUKATY MORRIS RETIREMENT SERVICES, BUKATY MORRIS RETIREMENT PLAN SERVICES, BUKATY COMPANIES WEALTH MANAGEMENT, BUKATY COMPANIES RETIREMENT PLAN SERVICES, BUKATY COMPANIES O'RENICK WEALTH MANAGEMENT, BUKATY COMPANIES FINANCIAL SERVICES, ATLANTA RETIREMENT PARTNERS, ASI WEALTH MANAGEMENT, AREA FINANCIAL, ACT 2 RETIREMENT CONSULTING, 401K ADVISORS INTERMOUNTAIN, 401(K) RESOURCES, 401(K) ADVISORS INTERMOUNTAIN
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-40622
- **Branches:** 433
- **Has disclosure events:** YES
- **Headquarters:** OVERLAND PARK, KS, 66210, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/106766

## Citation

> FINRA BrokerCheck, firm 106766 (ONEDIGITAL). Retrieved via AI Analytics 2026-07-14 from https://api.ai-analytics.org/broker/106766.

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