Brett Michael Dankowski | Financial Professional | Park Ridge, Illinois

Professional summary

Brett Michael Dankowski, who also goes by Brett Dankowski, is a registered financial advisor currently at ONEDIGITAL located in Park Ridge, Illinois and OSAIC WEALTH, INC. located in Chicago, Illinois.

Brett is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Brett has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brett Dankowski

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 POSITION: VP Retirement Plan Consultanting NATURE: Employee of OneDigital ; VP Financial Services Implementing retirement plans, investments, managed accounts, educations to employers of all sizes. Sales and service. In addition, providing plans for mitigating risk while providing growth opportunities in investment models overseen by OneDigital INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2021 ADDRESS: 8700 W Bryn Mawr Ave, Suite 900S, Chicago IL 60631, United States DESCRIPTION: Sales & Retention - all things retirement related 2. ALL APPROVED MULTIPLE GENERAL AGENCIES; INVESTMENT RELATED; 8700 W BRYN MAWR, SUITE 900S, CHICAGO, IL, 60631; FMO; LICENSED FINANCIAL PROFESSIONAL; ADVISOR/AGENT/REPRESENTATIVE; 5/1/2018; 4 HRS/MONTH; 1 HOUR DURING SECURITIES TRADING HOURS; BEST INTERESTS OF THE PROSPECTIVE CLIENT OR EXISTING CLIENT PRESENT OPTIONS THAT BEST FIT THEM WHETHER IT BE LIFE INSURANCE, FIXED ANNUITY, FIXED INDEXED ANNUITY, ETC. 3. SELF POSITION: Agent NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2021 ADDRESS: 8700 W Bryn Mawr Ave, 900S, Chicago IL 60631, United States DESCRIPTION: Sales of Fixed Insurance

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Michael Dankowski's CRS (Customer Relationship Summary).

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®

None

Experience

Current

April 13, 2018 - Present

ONEDIGITAL

Office #2: 8700 W. Bryn Mawr Suite 900s, Chicago, IL 60631

RIA

CRD#: 106766

PARK RIDGE, IL

Current

August 23, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 8700 W. Bryn Mawr Suite 900s, Chicago, IL 60631

RIA

BD

CRD#: 23131

Chicago, IL

Past

April 16, 2018 - August 23, 2024

TRIAD ADVISORS LLC

BD

CRD#: 25803

Chicago, IL

Past

May 17, 2017 - April 13, 2018

FIRST HEARTLAND CONSULTANTS, INC.

RIA

CRD#: 110377

CHICAGO, IL

Past

February 23, 2017 - April 13, 2018

FIRST HEARTLAND CAPITAL, INC.

BD

CRD#: 32460

CHICAGO, IL

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

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

Arkansas
(8/23/2024)

RR

Florida
(8/23/2024)

IAR

Illinois
(4/13/2018)

RR

Illinois
(8/23/2024)

RR

Indiana
(8/23/2024)

RR

Kansas
(8/23/2024)

RR

Michigan
(8/23/2024)

RR

Missouri
(8/23/2024)

RR

Wisconsin
(8/23/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

RR

IAR

Series 66

Date: 5/11/2017

Uniform Combined State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 2/23/2017

General Securities Representative Examination

SRO Registrations

RR

FINRA

Current Firm

ON

ONEDIGITAL

CRD#: 106766 / SEC#: 801-40622

RIA

Registered Investment Advisory firm - (1/22/1992 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - RETIREMENT PLAN SERVICES - 20250331 (3/31/2025)

FORM ADV PART 2A - WEALTH MANAGEMENT SERVICES - 20250331 (3/31/2025)

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	Cover Page	Report
08/27/2024	Cover Page	Report
10/16/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Brett M. Dankowski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Michael Dankowski's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

TRIAD ADVISORS LLC

FIRST HEARTLAND CONSULTANTS, INC.

FIRST HEARTLAND CAPITAL, INC.

Primary Firm SEC Registration

ONEDIGITAL

State Registrations and Notice Filings

Exams

Series 66

Date: 5/11/2017

SIE

Date: 10/1/2018

Series 7

Date: 2/23/2017

FINRA

Current Firm

ONEDIGITAL

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ONEDIGITAL

TRUST BUT VERIFY

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