Kevin Swanson
Kevin Swanson is a registered investment advisor at Onedigital, based in Overland Park, KS, with 31 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 19,007 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneDigital charges investment advisory fees based on a percentage of the value of your investments, typically billed quarterly in advance. The annual fee will not exceed 2.00%. Clients can combine accounts within their household to reach higher discount tiers. Fees may be deducted from your account or billed directly. Fees are prorated for new accounts or terminations. OneDigital may recommend third-party asset managers, whose fees are separate.
Location
11101 Switzer Road, Suite 200, Overland Park, KS, 66210
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2005Customer Dispute
October 2004Other Business ActivitiesSells Insurance
Kevin operates K Charles Financial and Insurance Services, engaging in insurance sales since June 2013. He dedicates about 10-20% of his time to selling fixed insurance products, including equity-indexed annuities.
Employment History
Current Registrations
Onedigital
Previous Registrations
Wealthsource®
Vellum Financial, LLC
Apw Capital, INC.Broker
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Edward JonesBroker
Great Western Financial Securities CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.