Unclaimed Profile

James Dean Mcdonald

RESOURCES INVESTMENT ADVISORS, LLC·OVERLAND PARK, Kansas

SIE, Series 7, Series 26, Series 63, Series 66Clean record23 years registeredRESOURCES INVESTMENT ADVISORS, LLC

4860 COLLEGE BLVD., OVERLAND PARK, KS 66211CRD# 1683371Firm CRD# 106766

Profile Verification

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

Identity

James Dean Mcdonald · OVERLAND PARK, KS

Registration

CRD #1683371 · RESOURCES INVESTMENT ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

SAGEVIEW ADVISORY GROUP, LLC

Nov 2021 – present

BUKATY COMPANIES FINANCIAL SERVICES

Dec 2014 – Dec 2014

GOLDEN VALLEY, MN

RESOURCES INVESTMENT ADVISORS

Dec 2014 – Jan 2022

GOLDEN VALLEY, MN

FINANCIAL ADVOCATES ADVISORY SERVICES

Jan 2014 – Dec 2014

OLYMPIA, WA

LPL FINANCIAL LLC

Nov 2010 – Mar 2017

GOLDEN VALLEY, MN

NRP ADVISORS, INC.

Mar 2008 – Nov 2010

GOLDEN VALLEY, MN

NRP FINANCIAL, INC.

Mar 2007 – Oct 2008

GOLDEN VALLEY, MN

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC

Jul 2003 – Jul 2003

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 26

Series 63

Series 66

Registration record

First registered · July 21, 2003

Years registered · 23

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 James Dean Mcdonald offer?

James Dean Mcdonald specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are James Dean Mcdonald's credentials?

James Dean Mcdonald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Dean Mcdonald located?

James Dean Mcdonald 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 James Dean Mcdonald charge for services?

James Dean Mcdonald'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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