Alexandra Treppa

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2 Years of Experience

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Areas of Practice

Retirement PlanningInvestment Management

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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

11101 Switzer Road, Suite 200, Overland Park, KS, 66210

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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 2023 - Present · 2 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.