John Doran
Investment adviser representative at Onedigital
13 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
13 years in the industry.
- OnedigitalJun 2023 to now
- Onedigital Investment Advisors LLCJun 2023 to now
- Orion Advisor TechnologyFeb 2021 to Jun 2023
- Orion Portfolio SolutionsFeb 2021 to Jun 2023
- Bank of AmericaJul 2020 to Jan 2021
- UnemployedMar 2020 to Jul 2020
- UBS FinancialJan 2019 to Mar 2020
- LighthouseAug 2018 to May 2019
- Asset StrategiesJul 2018 to Aug 2018
- Northwestern MutualMay 2016 to Dec 2018
- HyveeJan 2013 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 6907364
- Firm CRD
- 106766