Phil Troyer

Chief Compliance Officer, OneDigital Retirement + Wealth

20 years of experience

About

Phil Troyer serves as Chief Compliance Officer for OneDigital's Retirement + Wealth Division and is responsible for the firm’s overall compliance with federal and state investment laws. Phil has been a licensed attorney for over 20 years. His prior experience includes serving as General Counsel for NRP Financial and NRP Advisors, a broker-dealer and investment adviser owned by National Retirement Partners, as well as managing his own national ERISA practice, which have made him a recognized thought leader in the retirement plan industry.

In addition, Phil is able to draw upon his past experience in insurance, litigation, contract interpretation, and corporate law to assist the firm and its practice leaders with managing the risks associated with their businesses.

Phil received his Bachelor in Science in Political Science from DePauw University, and he graduated from Indiana University Maurer School of Law with his J.D.

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