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Phillip James Troyer

ONEDIGITAL INVESTMENT ADVISORS LLC·OVERLAND PARK, Kansas
SIE, Series 7, Series 24, Series 63Clean recordONEDIGITAL INVESTMENT ADVISORS LLC
11101 SWITZER ROAD, OVERLAND PARK, KS 66210CRD# 5510123Firm CRD# 106766

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Phillip James Troyer · OVERLAND PARK, KS
Registration
CRD #5510123 · ONEDIGITAL INVESTMENT ADVISORS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

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

03

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 →
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Frequently Asked Questions

What services does Phillip James Troyer offer?
Phillip James Troyer specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are Phillip James Troyer's credentials?
Phillip James Troyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Phillip James Troyer located?
Phillip James Troyer is based in OVERLAND PARK, Kansas, working with ONEDIGITAL INVESTMENT ADVISORS LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does Phillip James Troyer charge for services?
Phillip James Troyer'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 ONEDIGITAL INVESTMENT ADVISORS LLC?
ONEDIGITAL 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 ONEDIGITAL INVESTMENT ADVISORS LLC

David Allen Anderson
OVERLAND PARK, KS
James Dean Mcdonald
OVERLAND PARK, KS
Ashley Lynn Barb
OVERLAND PARK, KS
Daniel Robert Stewart
OVERLAND PARK, KS
Jason Kyle Chepenik
OVERLAND PARK, KS
CFP
Michael Joseph Bukaty
OVERLAND PARK, KS

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