Joseph Richard Birkofer
Investment adviser representative at Onedigital
28 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$155.4BFirm assets
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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
28 years in the industry.
- OnedigitalMar 2024 to now
- Onedigital Investment Advisors LLCFeb 2024 to now
- Rice University Cfp ProgramJan 2004 to now
- Birkofer Consulting, LLCJul 2018 to Oct 2021
- Legacy Asset Securities, Inc.Nov 1999 to Jan 2021
- Legacy Asset Management, Inc.Sep 1998 to Aug 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (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
- 2553233
- Firm CRD
- 106766