Amy Nicole Flach

Onedigital

17 Years of Experience

View SEC Summary

Areas of Practice

Retirement PlanningInvestment Management

Onedigital

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

328 advisors

Number of Clients

19,007 clients

Average Client Portfolio

$7.5M average

Assets Under Management

$142.6B

Fee Structure

Financial Planning:Investment management only

Location

Erlanger, KY

Get directions

History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Onedigital

September 2024 - Present · 1 yr 5 mos

Previous Registrations

Fidelity Brokerage Services LLCBroker

January 2016 - April 2024 · 8 yrs 3 mos

Fidelity Brokerage Services LLCBroker

January 2008 - January 2014 · 6 yrs

Fidelity Investments Institutional Services Company, INC.Broker

February 2007 - January 2008 · 11 mos

Citigroup Global Markets INC.Broker

May 2005 - July 2006 · 1 yr 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.