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Daniel Robert Stewart

RESOURCES INVESTMENT ADVISORS, LLC·OVERLAND PARK, Kansas
Unclaimed Profile
4860 COLLEGE BLVD., OVERLAND PARK, KS 66211CRD# 4220067Firm CRD# 106766
01

About

Daniel Robert Stewart is a registered financial advisor based in OVERLAND PARK, Kansas, affiliated with RESOURCES INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
ONEDIGITAL INVESTMENT ADVISORS LLC
ONEDIGITAL INVESTMENT ADVISORS
AUM
$107.1B
Regulatory assets under management
Employees
550
Total firm employees
View all advisors at ONEDIGITAL INVESTMENT ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4220067
Firm CRD# 106766
5 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Robert Stewart offer?
Daniel Robert Stewart specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are Daniel Robert Stewart's credentials?
Daniel Robert Stewart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Robert Stewart located?
Daniel Robert Stewart is based in OVERLAND PARK, Kansas, working with RESOURCES INVESTMENT ADVISORS, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does Daniel Robert Stewart charge for services?
Daniel Robert Stewart's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RESOURCES INVESTMENT ADVISORS, LLC?
RESOURCES INVESTMENT ADVISORS, LLC has approximately 550 employees and manages $107.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RESOURCES INVESTMENT ADVISORS, LLC

David Allen Anderson
OVERLAND PARK, KS
James Dean Mcdonald
OVERLAND PARK, KS
Michael Joseph Bukaty
OVERLAND PARK, KS
Saumen Chattopadhyay
OVERLAND PARK, KS
Vincent Lee Morris
OVERLAND PARK, KS
Ashley Lynn Barb
OVERLAND PARK, KS

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