VM
Vincent L. Morris
ONEDIGITAL
Overland Park, KS 66210
Some features on this profile are disabled
CRD#: 2444990
VM
Professional summary
Vincent Lee Morris, who also goes by VInce Morris, Vincent Morris, is a registered financial advisor currently at ONEDIGITAL located in Overland Park, Kansas and OSAIC WEALTH, INC. located in Overland Park, Kansas.
Vincent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Vincent has worked at 12 firms and has passed the Series 66, Series 65, Series 63, Series 99TO, Series 6TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Vince Morris | Vincent Morris
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) OneDigital Investment Advisors LLC; investment related; 11101 Switzer Road, Suite 200, Overland Park, KS 66210; President; 9/1/2020; 160 hrs/month, 6.5 hours during market hours; manage overall operations 2) MV Equity Holdings LLC; Investment related: 4601 College Blvd, Suite 100 Leawood, KS 66211; Holding company for personal investments; President and Owner; 7/2/2001; 2 hours per month, none during trading hours, holding company for OneDigital equity that does not require active management 3) Bukaty Morris RIA Holdings, Inc.; not investment related; Holding Company; Shareholder Board Member; President; Leawood, KS 66224; 9/1/2012; 0 hours/month devoted; 0 hours during securities trading hours; holding company for OneDigital equity; All management and financial duties. 4) Fixed insurance sales and service; investment related; 11101 Switzer Road, Suite 200, Overland Park, KS 66210; sales and service of non-variable insurance products; agent; 07/23/2004; 4 hrs/month; 1 hr during trading; sales and service of non-variable insurance products 5) BUKATY MORRIS RIA HOLDINGS POSITION: Managing Partner NATURE: Holding company INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2010 ADDRESS: 3308 West 154th Street, Leawood KS 66224, United States DESCRIPTION: Regulatory filings
CRS (Client Relationship Summary) - RIA
Click below to view Vincent Lee Morris'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®
NoneExperience
Current
October 13, 2010 - Present
ONEDIGITAL
Office #1: 11101 Switzer Road Suite 200, Overland Park, KS 66210RIA
CRD#: 106766
Overland Park, KS
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 11101 Switzer Rd Suite 200, Overland Park, KS 66210RIA
BD
CRD#: 23131
Overland Park, KS
Current
August 1, 2025 - Present
Office #1: 11101 Switzer Road Suite 200, Overland Park, KS 66210Office #2: 11101 Switzer Road Suite 200, Overland Park, KS 66210
Overland Park, KS
Past
February 15, 2017 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Overland Park, KS
Past
November 30, 2010 - January 19, 2017
LPL FINANCIAL LLC
BD
CRD#: 6413
OVERLAND PARK, KS
Past
October 13, 2010 - December 31, 2014
ONEDIGITAL
RIA
CRD#: 106766
LEAWOOD, KS
Past
January 14, 2008 - December 1, 2010
NRP ADVISORS, INC.
RIA
CRD#: 141430
LEAWOOD, KS
Past
January 14, 2008 - November 30, 2010
NRP FINANCIAL, INC.
BD
CRD#: 103717
LEAWOOD, KS
Past
May 23, 2002 - January 22, 2008
LPL FINANCIAL LLC
RIA
CRD#: 6413
LEAWOOD, KS
Past
August 22, 2001 - January 22, 2008
LPL FINANCIAL LLC
BD
CRD#: 6413
LEAWOOD, KS
Past
April 2, 2001 - April 20, 2001
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
AUSTIN, TX
Past
June 19, 1997 - April 2, 2001
FBD INVESTMENT SERVICES, INC.
BD
CRD#: 35592
LEAWOOD, KS
Past
July 10, 1996 - June 11, 1997
ROUND HILL SECURITIES, INC.
BD
CRD#: 35223
ALAMO, CA
Past
November 23, 1994 - July 12, 1996
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
March 3, 1994 - October 24, 1994
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
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
Alabama(8/23/2024)
RR
Alaska(8/23/2024)
RR
Arizona(8/23/2024)
RR
Arkansas(8/23/2024)
RR
California(8/23/2024)
RR
Colorado(8/23/2024)
RR
Connecticut(8/23/2024)
RR
Delaware(8/23/2024)
RR
District of Columbia(8/23/2024)
RR
Florida(8/23/2024)
RR
Georgia(8/23/2024)
RR
Hawaii(8/23/2024)
RR
Idaho(8/23/2024)
RR
Illinois(8/23/2024)
RR
Indiana(8/23/2024)
RR
Iowa(8/23/2024)
IAR
Kansas(10/13/2010)
RR
Kansas(8/23/2024)
RR
Kentucky(8/23/2024)
RR
Louisiana(8/23/2024)
RR
Maine(8/23/2024)
RR
Maryland(8/23/2024)
RR
Massachusetts(8/23/2024)
RR
Michigan(8/23/2024)
RR
Minnesota(8/23/2024)
RR
Mississippi(8/23/2024)
RR
Missouri(8/23/2024)
RR
Montana(8/23/2024)
RR
Nebraska(8/23/2024)
RR
Nevada(8/23/2024)
RR
New Hampshire(8/23/2024)
RR
New Jersey(8/23/2024)
RR
New Mexico(8/23/2024)
RR
New York(8/23/2024)
RR
North Carolina(8/23/2024)
RR
North Dakota(8/23/2024)
RR
Ohio(8/23/2024)
RR
Oklahoma(8/23/2024)
RR
Oregon(8/23/2024)
RR
Pennsylvania(8/23/2024)
RR
Puerto Rico(8/23/2024)
RR
Rhode Island(8/23/2024)
RR
South Carolina(8/23/2024)
RR
South Dakota(8/23/2024)
IAR
Texas(1/2/2015)
RR
Texas(8/23/2024)
RR
Utah(8/23/2024)
RR
Vermont(8/23/2024)
RR
Virgin Islands(8/23/2024)
RR
Virginia(8/23/2024)
RR
Washington(8/23/2024)
RR
West Virginia(8/23/2024)
RR
Wisconsin(8/23/2024)
RR
Wyoming(8/23/2024)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 8/1/2025
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product 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#: 106766Overland Park, KS 66210TRUST BUT VERIFY
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