James Battmer

Chief Investment Officer, OneDigital Retirement + Wealth

17 years of experience

About

James Battmer currently serves as Chief Investment Officer for OneDigital Investment Advisors. In his role, James is responsible for providing executive oversight of the firm’s investment strategy and execution, in addition to overseeing all institutional and high-net-worth client accounts. James has 17 years of experience in the industry, his experience lies in macroeconomic policy, fixed income management and equity selection.

Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). OneDigital and OneDigital Investment Advisors are separate entities from Triad Advisors, LLC. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

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About Overland Park, KS (Retirement & Wealth) Team

With advisor teams around the country, we offer a comprehensive solution focused on tailoring retirement plans, wealth management conversations and financial wellness programs to meet the needs of your organization and employees.

Investment advice is offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Please note the other companies referenced on this website are separate entities from OneDigital Investment Advisors and are not authorized to provide, and do not provide, investment advisory or securities brokerage services.

 

4860 College Blvd, Overland Park, KS, USA | (913)338-5300 | Get Directions | View Team Details