WF
William S. Fazekas
ONEDIGITAL
WILLOUGHBY, OH
Some features on this profile are disabled
CRD#: 3224162
WF
Professional summary
William Stephen Fazekas, AIF®, CFP®, who also goes by Bill Fazekas, is a registered financial advisor currently at ONEDIGITAL located in Willoughby, Ohio.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. William has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bill Fazekas
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.
Fixed insurance sales and service; investment related; 1133 Medina Road, Suite 300, Medina, OH 44256; sales and service of non-variable insurance products; agent; 12/17/2007; 4 hrs/month; 1 hr during trading; sales and service of non-variable insurance products __|__ Jacobs Entertainment Group/AEG; not investment related; Three venues: Jacobs Pavilion-2014 Sycamore Street, Cleveland, OH 44113, Agora Cleveland- 5000 Euclid Ave, Cleveland, OH 44103, Globe Iron-2320 Center Street, Cleveland, OH 44113; Live Music Venue Guest Services; 5/19/2024; 30 hours/month devoted; 0 during securities trading hours; Assist with entry, directions, accessibility, and resolving guest concerns throughout live music events.
CRS (Client Relationship Summary) - RIA
Click below to view William Stephen Fazekas'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®
Experience
Current
August 22, 2025 - Present
ONEDIGITAL
Office #2: 1133 Medina Road Suite 300, Medina, OH 44256RIA
CRD#: 106766
WILLOUGHBY, OH
Past
November 10, 2020 - August 15, 2025
MCDONALD PARTNERS LLC
RIA
CRD#: 135414
CLEVELAND, OH
Past
November 10, 2020 - August 15, 2025
MCDONALD PARTNERS LLC
BD
CRD#: 135414
CLEVELAND, OH
Past
February 2, 2017 - October 30, 2020
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
Cleveland, OH
Past
February 2, 2017 - October 30, 2020
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
CLEVELAND, OH
Past
November 5, 2015 - January 20, 2017
INDEPENDENT FINANCIAL GROUP, LLC
RIA
CRD#: 7717
Cleveland, OH
Past
June 10, 2015 - January 20, 2017
INDEPENDENT FINANCIAL GROUP, LLC
BD
CRD#: 7717
Cleveland, OH
Past
February 28, 2012 - June 1, 2015
VOYA FINANCIAL PARTNERS, LLC
BD
CRD#: 34815
INDEPENDENCE, OH
Past
April 3, 2008 - February 8, 2012
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
RICHFIELD, OH
Past
April 3, 2008 - February 8, 2012
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
RICHFIELD, OH
Past
July 20, 2007 - March 24, 2008
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
April 7, 2005 - July 10, 2007
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
RICHFIELD, OH
Past
April 28, 2004 - July 10, 2007
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
RICHFIELD, OH
Past
July 31, 2003 - March 26, 2004
TD AMERITRADE, INC.
RIA
CRD#: 7870
CLEVELAND, OH
Past
August 27, 1999 - March 26, 2004
TD AMERITRADE, INC.
BD
CRD#: 7870
OMAHA, NE
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.Highlighted states indicate IAR registrations
IAR
Ohio(8/22/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
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.
