Katrina Cannon Boucher
Investment adviser representative at Onedigital
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Onedigital Investment Advisors LLCFeb 2020 to now
- OnedigitalSep 2018 to now
- Osaic Wealth, Inc.Aug 2024 to Oct 2025
- Triad AdvisorsNov 2018 to Aug 2024
- Independent Financial Partners (ifp)Jun 2011 to Oct 2018
- LPL Financial, LLCNov 2010 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 5625989
- Firm CRD
- 106766