Career
Michael Esselman has been Chief Investment Officer of Onedigital Investment Advisors since September 2024. Michael Esselman is a control person of the firm and directly owns under 5% of it. Michael Esselman holds a BS in mathematics and an MBA from Brigham Young University.
Onedigital Investment Advisors LLC is an Overland Park, KS firm with $155B under management, 18,203 clients and 367 advisers across 174 offices, as of its April 2026 filing.
Michael Esselman oversees investment selection, due diligence, and strategies for OneDigital’s Retirement & Wealth. He previously worked at PIMCO and earned a BS in mathematics and an MBA from Brigham Young University.
- Independent Financial Partners– · 1 yearSandy, UT · Adviser representative · Firm CRD 125112
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Utah | Approved | 10 October 2017 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 3 | National Commodity Futures Examination | 10 November 2010 |
| Series 66 | Uniform Combined State Law Examination | 26 October 2010 |
| Series 7 | General Securities Representative Examination | 28 September 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Michael Nephi Esselman
- CRD
- 5845345
- Office
- 8706 South 700 East, Suite 104, Sandy, UT 84070
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Michael Esselman work?
Michael Esselman has been Chief Investment Officer of Onedigital Investment Advisors LLC since September 2024, and is a control person of the firm.
Is Michael Esselman a financial advisor?
Yes. Michael Esselman has a current investment-adviser registration in Utah, through Onedigital Investment Advisors since October 2017.
How many years of experience does Michael Esselman have?
Michael Esselman has 15 years in the financial industry, since February 2011, across 2 adviser firms.
What exams has Michael Esselman passed?
Michael Esselman has passed 3 licensing exams: the Series 7, Series 66 and Series 3. The earliest, the Series 7, was passed in September 2010. FINRA credited Michael Esselman with the SIE, which began in October 2018.
Where did Michael Esselman work before Onedigital Investment Advisors?
Before Onedigital Investment Advisors, Michael Esselman was registered through Independent Financial Partners, March 2016 to October 2017.
Where is Michael Esselman based?
Michael Esselman’s registered office is in Sandy, UT.