Unclaimed Profile

Vincent Lee Morris

ONEDIGITAL INVESTMENT ADVISORS LLC·OVERLAND PARK, Kansas

SIE, Series 6TO, Series 7, Series 24, Series 63, Series 65, Series 66, Series 99TOClean record24 years registeredONEDIGITAL INVESTMENT ADVISORS LLC

11101 SWITZER ROAD, OVERLAND PARK, KS 66210CRD# 2444990Firm CRD# 106766

Profile Verification

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

Identity

Vincent Lee Morris · OVERLAND PARK, KS

Registration

CRD #2444990 · ONEDIGITAL INVESTMENT ADVISORS LLC · 24 years registered

Brand Profile

Not yet started

Career History

ONEDIGITAL

Oct 2010 – present

BUKATY COMPANIES FINANCIAL SERVICES

Oct 2010 – Dec 2014

LEAWOOD, KS

NRP ADVISORS, INC.

Jan 2008 – Dec 2010

LEAWOOD, KS

LPL FINANCIAL CORPORATION

May 2002 – Jan 2008

LEAWOOD, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 24

Series 63

Series 65

Series 66

Series 99TO

Registration record

First registered · May 23, 2002

Years registered · 24

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 Vincent Lee Morris offer?

Vincent Lee Morris specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Vincent Lee Morris's credentials?

Vincent Lee Morris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Vincent Lee Morris located?

Vincent Lee Morris 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 Vincent Lee Morris charge for services?

Vincent Lee Morris'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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