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Walter Lawrence Ziffer

Investment adviser representative at Onedigital
35 yearsExperience
2 statesRegistered in
$155.4BFirm assets
34 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

35 years in the industry.

  1. OnedigitalMay 2023 to now
  2. Onedigital Investment Advisors LLCMay 2023 to now
  3. Walter L. ZifferApr 1991 to now
  4. Krpg Advisors, LLCSep 2016 to Feb 2023
  5. (k)rpg, LLCAug 2005 to Feb 2023
  6. Grove Point Advisors, LLC (formerly H. Beck . Inc)Jan 2004 to May 2023
  7. Grove Point Investments, LLC (formerly H. Beck, Inc.)Jan 2004 to May 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 65 · Uniform Investment Adviser Law1998

State registrations

Registered as an investment adviser representative in 2 states (MD, TX).

Onedigital

Legal name: Onedigital Investment Advisors LLC

$155.4BAssets managed
18,203Clients
387Advisers
34 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2228100
Firm CRD
106766
Advisor's SEC record (opens in a new tab)
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