Jueryll Normand
Buan

Onedigital

CRD#4862179
Investment Advisor
in Overland Park, KS

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About this Advisor

Jueryll Normand Buan is a financial advisor based in Overland Park, Kansas, working with Onedigital. Jueryll has previously held positions at Lockton Financial Advisors, LLC, Lockton Companies LLC, Lockton Investment Advisors, LLC, Prudential Insurance Company Of America, Prudential Investment Management Services LLC, Creative Planning, LLC, Onedigital Investment Advisors, LLC, Triad Advisors, and Osaic Wealth, Inc. Jueryll has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Jueryll is part of Onedigital, which operates out of Overland Park, Kansas. The firm has 83 offices and 610 employees. Onedigital manages assets totaling $142.6 billion and serves both charitable organizations and high-net-worth individuals. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Onedigital includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

11101 Switzer Road Suite 200
Overland Park, KS 66210

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Onedigital Brokerage Details

Total Assets Under Management

$142,602,344,768

KS Average: $2,243,162,756
Total Number of Employees

610

KS Average: 44
Total Number of Accounts

38,423

KS Average: 4,091
Average Account Size

$3,711,380

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jueryll Normand Buan Work History

2024 - Present (1 year)

Osaic Wealth, Inc

2022 - Present (3 years)

Onedigital Investment Advisors, LLC

2023 - 2024 (1 year)

Triad Advisors

2022 - 2022 (< 1 year)

Creative Planning, LLC

2018 - 2021 (3 years)

Lockton Companies LLC

2018 - 2021 (3 years)

Lockton Financial Advisors, LLC

2018 - 2022 (4 years)

Lockton Investment Advisors, LLC

2017 - 2018 (1 year)

Prudential Insurance Company Of America

2017 - 2018 (1 year)

Prudential Investment Management Services LLC

2013 - 2017 (4 years)

Lockton Financial Advisors, LLC

2013 - 2017 (4 years)

Lockton Companies LLC

2013 - 2017 (4 years)

Lockton Investment Advisors, LLC

Disclosures

Please visit the SEC profile of Jueryll Normand Buan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Onedigital

Brandon Cutler
Overland Park, KS
Justin Rasmussen
Nashville, TN
Kevin Lyons
Sarasota, FL
Alexsa Donoghue
Farmington, CT
Mark Sullivan
Overland Park, KS
Austin Miller
Overland Park, KS
Anthony Muraski
Spring Lake, MI
Emily Everett
Chicago, IL

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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