JN
Jeffrey E. Nordt
ONEDIGITAL
Overland Park, KS 66210
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CRD#: 6383502
JN
Professional summary
Jeffrey Evan Nordt is a registered financial advisor currently at ONEDIGITAL located in Overland Park, Kansas.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jeffrey has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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)Bukaty Financial Services;investment related;4860 College Blvd,Suite 100,Overland Park,KS 66211;providing investment advice,servicing accounts;financial consultant;10/2020;40 hrs/month;40 hrs during trading;providing investment advice,enrollments,servicing accounts 2)Rental property;not investment related;6315 W 80th Terr,Overland Park,KS 66204;rental property;landlord;9/1/2020;1 hr/month;0 hrs during trading;property owner,landlord 3)OneDigital;not investment related;200 Galleria Pkwy SE,Ste 1950,Atlanta,GA 30339;employee benefits;wealth consultant;1/11/2021;160 hrs/month;6.5 hrs during trading;wealth management,financial planning,acquiring new customers,serving current clients 4)Fixed insurance sales and service; investment related; 11101 Switzer Road STE 200 Overland Park, KS 66210; sales and service of non-variable insurance products; agent; 11/29/2022; 3 hrs/month; 1 hr during trading; sales and service of non-variable insurance products
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Evan Nordt'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
September 14, 2020 - Present
ONEDIGITAL
Office #1: 11101 Switzer Road Suite 200, Overland Park, KS 66210RIA
CRD#: 106766
Overland Park, KS
Past
August 23, 2024 - March 13, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
Overland Park, KS
Past
October 1, 2020 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Overland Park, KS
Past
August 22, 2017 - September 15, 2020
TD AMERITRADE, INC.
RIA
CRD#: 7870
OVERLAND PARK, KS
Past
August 22, 2017 - September 15, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
Overland Park, KS
Past
August 22, 2017 - September 15, 2020
TD AMERITRADE, INC.
BD
CRD#: 7870
OVERLAND PARK, KS
Past
February 21, 2017 - August 14, 2017
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
OVERLAND PARK, KS
Past
February 15, 2017 - August 14, 2017
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
OVERLAND PARK, KS
Past
June 16, 2016 - February 15, 2017
ON INVESTMENT MANAGEMENT CO
RIA
CRD#: 105662
LEE'S SUMMIT, MO
Past
June 9, 2016 - February 15, 2017
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
Lee's Summit, MO
Past
March 13, 2015 - May 19, 2016
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
LINTHICUM, MD
Past
January 28, 2015 - May 19, 2016
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
LINTHICUM, MD
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
Kansas(9/14/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
Registered Investment Advisory firm - (1/22/1992 Approved)Upgrade to AdvisorCheck Premium
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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
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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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