TT
Tristan W. Talley
ONEDIGITAL
Overland Park, KS 66210
Some features on this profile are disabled
CRD#: 3254728
TT
Professional summary
Tristan Wayne Talley, who also goes by Tristan Talley, is a registered financial advisor currently at ONEDIGITAL located in Overland Park, Kansas and OSAIC WEALTH, INC. located in Overland Park, Kansas.
Tristan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Tristan has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tristan Talley
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) MULTIPLE COMPANIES POSITION: Sales NATURE: Fixed Insurance & Annuity Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: <1 START DATE: 1999 ADDRESS: 11101 Switzer Road, Suite 200, Overland Park, KS 66210 DESCRIPTION: Sell insurance & Fixed annuities. 2) TRISTAN AND ALAINA TALLEY POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/10/2015 ADDRESS: Overland Park, KS 66221 DESCRIPTION: Own a property that will be rented. 3) ONEDIGITAL RETIREMENT & WEALTH POSITION: Vice President NATURE: Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 40+ SECURITIES TRADING HOURS: 6.5 START DATE: 2/1/2020 ADDRESS: 11101 Switzer Road, Suite 200, Overland Park, KS 66210 DESCRIPTION: DBA 4) TRISTAN AND ALAINA TALLEY POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: Overland Park, KS 66221 DESCRIPTION: Own a building that I started leasing out to my son's lawn and landscape business. 5) Hassle-Free Lawns LLC; not investment related; Overland Park, KS; Managing Member; 6/5/2019; 1 hour devoted per month; 0 hours during securities trading hours; Lawn and Landscape business run by son. No direct involvement in the business operations.
CRS (Client Relationship Summary) - RIA
Click below to view Tristan Wayne Talley'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 14, 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
Past
January 29, 2025 - February 5, 2025
OSAIC WEALTH, INC.
RIA
CRD#: 23131
SCOTTSDALE, AZ
Past
February 16, 2017 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Overland Park, KS
Past
November 30, 2010 - March 2, 2017
LPL FINANCIAL LLC
BD
CRD#: 6413
OVERLAND PARK, KS
Past
October 14, 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
June 13, 2006 - January 22, 2008
LPL FINANCIAL LLC
RIA
CRD#: 6413
LEAWOOD, KS
Past
March 9, 2006 - January 22, 2008
LPL FINANCIAL LLC
BD
CRD#: 6413
LEAWOOD, KS
Past
December 14, 1999 - March 14, 2006
LINCOLN INVESTMENT
RIA
CRD#: 519
KANSAS CITY, MO
Past
July 14, 1999 - March 14, 2006
LINCOLN INVESTMENT
BD
CRD#: 519
FORT WASHINGTON, PA
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
Arizona(8/23/2024)
RR
Arkansas(8/23/2024)
RR
California(8/23/2024)
RR
Colorado(8/23/2024)
RR
Florida(8/23/2024)
RR
Georgia(12/18/2024)
RR
Iowa(8/23/2024)
IAR
Kansas(10/14/2010)
RR
Kansas(8/23/2024)
RR
Michigan(1/29/2025)
RR
Missouri(8/23/2024)
RR
Nebraska(8/23/2024)
RR
New Mexico(8/23/2024)
RR
Oklahoma(8/23/2024)
RR
Pennsylvania(8/23/2024)
RR
South Dakota(8/23/2024)
RR
Tennessee(8/23/2024)
IAR
Texas(1/2/2015)
RR
Texas(8/23/2024)
RR
Virginia(8/23/2024)
RR
Washington(8/23/2024)
RR
Wyoming(8/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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.
