Unclaimed Profile

Daniel Robert Stewart

RESOURCES INVESTMENT ADVISORS, LLC·OVERLAND PARK, Kansas

SIE, Series 7, Series 63Clean record12 years registeredRESOURCES INVESTMENT ADVISORS, LLC

4860 COLLEGE BLVD., OVERLAND PARK, KS 66211CRD# 4220067Firm CRD# 106766

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Robert Stewart · OVERLAND PARK, KS

Registration

CRD #4220067 · RESOURCES INVESTMENT ADVISORS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

CREATIVE PLANNING

Feb 2026 – present

SAGEVIEW ADVISORY GROUP, LLC

Sep 2022 – present

RESOURCES INVESTMENT ADVISORS

Dec 2014 – Jan 2022

GOLDEN VALLEY, MN

FINANCIAL ADVOCATES ADVISORY SERVICES

Jan 2014 – Dec 2014

OLYMPIA, WA

LPL FINANCIAL LLC

Jan 2014 – Mar 2017

GOLDEN VALLEY, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · January 21, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ONEDIGITAL INVESTMENT ADVISORS LLC

CRD 106766 · SEC 801-40622

AUM

$107.1B

Regulatory assets under management

Employees

550

57,121 client accounts

Services offered by ONEDIGITAL INVESTMENT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at ONEDIGITAL INVESTMENT ADVISORS LLC →

Introduction

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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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