Kelly Majdan is a registered investment advisor at Onedigital, based in Overland Park, KS, with 25 years of industry experience. Kelly 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kelly is the owner of Razem Ventures, LLC dba Power Through Wellness since January 2020. This activity is not investment-related and takes a few hours per week.
Employment History
Current Registrations
Onedigital
Previous Registrations
Pensionmark Financial Group, LLC
Cabana Asset Management
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Arvest Wealth Management
Arvest Wealth ManagementBroker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
Princor Financial Services CorporationBroker
Gwfs Equities, INC.Broker
Dividend Capital Securities, LLCBroker
Invesco Distributors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.