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Amy Lynne Ahrens

Investment adviser representative at Onedigital
19 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$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

19 years in the industry.

  1. OnedigitalJan 2024 to now
  2. Onedigital Investment Advisors LLCJan 2024 to now
  3. Mary Kay, Inc.Mar 2007 to now
  4. Wealthsource Partners, LLCJan 2022 to Sep 2024
  5. Heritage Investors, LLCAug 2019 to Apr 2022
  6. Lynnea Tate (independent National Sales Director, Mary Kay, Inc)Mar 2014 to Apr 2019

Designations

  • ChFC®
  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 2 states (TN, 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
7292429
Firm CRD
106766
Advisor's SEC record (opens in a new tab)
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