David M. Kover
ONEDIGITAL
CHICAGO, IL 60031
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CRD#: 1854836
Professional summary
David Michael Kover, CFP®, who also goes by David Kover, is a registered financial advisor currently at ONEDIGITAL located in Chicago, Illinois and OSAIC WEALTH, INC. located in Naples, Florida.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. David has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 4 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David Kover
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) FPA of S.W. FL;investment related;professional association;on pro bono committee;2011;3 hrs/month;organize pro bono efforts on behalf of our chapter 2) ONEDIGITAL INVESTMENT ADVISORS LLC ;investment related;11101 SWITZER ROAD SUITE 200 OVERLAND PARK KS 66210;RIA;IAR;4/2018;40 hrs/month;6.5 hrs during trading;investment adviser 3) HAMMOCK ISLES HOA; not investment related; 54636 Hammock Isles Dr Naples FL 34119; TREASURER; 2 HOURS/MONTH DEVOTED; 1 HOUR DURING SECURITIES TRADING HOURS; TREASURER OF HOA. 4) Vertical Financial Group LLC; investment related; 780 Fifth Ave South Suite 200, Naples FL 34102; shell company; 2015; 0 hrs/month; 0 hours during trading; all management and financial duties 5) David M Kover, LLC; investment related; 780 Fifth Ave South Suite 200, Naples FL 34102; shell company; 1998; 0 hrs/month; 0 hours during trading; all management and financial duties 6) DAVID KOVER, LLC POSITION: Presdent NATURE: Used for expenses for my advisory/financial planning business INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1998 ADDRESS: 780 Fifth Ave. S, #200, Naples FL 34102, United States DESCRIPTION: pay expenses
CRS (Client Relationship Summary) - RIA
Click below to view David Michael Kover's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1997
Experience
Current
April 13, 2018 - Present
ONEDIGITAL
Office #1: 8700 W. Bryn Mawr Avenue 9005, Chicago, IL 60031Office #2: 552 Vale Park Road #a, Valparaiso, IN 46385Office #3: 780 Fifth Ave South Suite 200, Naples, FL 34102RIA
CRD#: 106766
CHICAGO, IL
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 780 Fifth Ave South Suite 200, Naples, FL 34102RIA
BD
CRD#: 23131
Naples, FL
Past
April 16, 2018 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Naples, FL
Past
July 30, 2001 - April 13, 2018
FIRST HEARTLAND CAPITAL, INC.
BD
CRD#: 32460
CHICAGO, IL
Past
December 8, 1998 - April 13, 2018
FIRST HEARTLAND CONSULTANTS, INC.
RIA
CRD#: 110377
VALPARAISO, IN
Past
January 29, 1998 - August 8, 2001
MARQUIS FINANCIAL SERVICES, INC.
BD
CRD#: 20733
TARZANA, CA
Past
March 19, 1996 - January 22, 1998
PINNACLE FINANCIAL CONSULTANTS, INC.
BD
CRD#: 39640
VALPARAISO, IN
Past
May 1, 1995 - April 1, 1996
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
APPLETON, WI
Past
March 15, 1995 - April 12, 1995
FIRSTAR INVESTMENT SERVICES,INC.
BD
CRD#: 14536
MORRIS PLAINS, NJ
Past
January 4, 1994 - April 28, 1995
TRANSAMERICA FINANCIAL ADVISORS, INC.
BD
CRD#: 3600
LOS ANGELES, CA
Past
January 8, 1992 - April 18, 1995
FIRST COLONIAL INVESTMENT SERVICES, INC.
BD
CRD#: 26969
ROSEMONT, IL
Past
June 18, 1991 - September 23, 1991
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
Past
July 20, 1988 - July 3, 1991
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ON
ONEDIGITAL
(K)RPG | WESTMINSTER CONSULTING | WEALTHSOURCE | VERTICAL FINANCIAL | TRIAD FINANCIAL ADVISORS | TIMESCALE FINANCIAL | THE PINNACLE PLANNING GROUP | TEROS ADVISORS | STRATEGIC RETIREMENT GROUP | STONESTREET EQUITY | 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 | 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 | 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
CRD#: 106766 / SEC#: 801-40622
RIA
Registered Investment Advisory firm - (1/22/1992 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/23/2024)
RR
California(8/23/2024)
RR
Connecticut(6/12/2025)
RR
Delaware(8/23/2024)
RR
District of Columbia(8/23/2024)
IAR
Florida(6/15/2018)
RR
Florida(8/23/2024)
IAR
Illinois(4/13/2018)
RR
Illinois(8/23/2024)
IAR
Indiana(4/13/2018)
RR
Indiana(8/23/2024)
RR
Maine(8/23/2024)
RR
Maryland(8/23/2024)
RR
Michigan(8/23/2024)
RR
Ohio(8/23/2024)
RR
Pennsylvania(8/23/2024)
RR
Tennessee(8/23/2024)
RR
Texas(8/23/2024)
RR
Wisconsin(8/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
ON
ONEDIGITAL
(K)RPG | WESTMINSTER CONSULTING | WEALTHSOURCE | VERTICAL FINANCIAL | TRIAD FINANCIAL ADVISORS | TIMESCALE FINANCIAL | THE PINNACLE PLANNING GROUP | TEROS ADVISORS | STRATEGIC RETIREMENT GROUP | STONESTREET EQUITY | 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 | 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 | 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
CRD#: 106766 / SEC#: 801-40622
RIA
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Contact information
Main Address
11101 Switzer Road Suite 200, Overland Park, KS 66210
Mailing Address
Phone number
(877) 742-2021
Established
Firm type
Fiscal year end
# of Employees
610
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 38,423 |
| AUM (Assets Under Management) | $ 142,602,344,768 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/27/2025 | ||
| 08/27/2024 | ||
| 10/16/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ONEDIGITAL
CRD#: 106766Chicago, IL 60031TRUST BUT VERIFY
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