DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner26 years in industry

WILLIAM STEPHEN FAZEKAS

Advisor at ONEDIGITAL

MEDINA, OH | WILLOUGHBY, OH | OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a9c95499-b2dd-9fb6-a426-e30d194449e9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jul 31, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ONEDIGITAL
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 29, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Sep 29, 1999
First registration: Jul 31, 2003
Dual registered: no
Other names: BILL FAZEKAS
IAPD individual key: 3224162

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Onedigital	Institutional manager	Aug 22, 2025	n/a	yes	OVERLAND PARK, KS\|MEDINA, OH\|WILLOUGHBY, OH	Current employment
MCDONALD PARTNERS LLC	Independent wealth	Nov 10, 2020	Aug 15, 2025	no	CLEVELAND, OH\|CLEVELAND, OH\|WILLOUGHBY, OH	Previous registration
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Feb 2, 2017	Oct 30, 2020	no	Cleveland, OH\|AUSTIN, TX	Previous registration
INDEPENDENT FINANCIAL GROUP, LLC	Bd affiliated wealth	Nov 5, 2015	Jan 20, 2017	no	SAN DIEGO, CA\|Cleveland, OH	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Apr 3, 2008	Feb 8, 2012	no	RICHFIELD, OH\|Richfield, OH	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Apr 7, 2005	Jul 10, 2007	no	RICHFIELD, OH\|RICHFIELD, OH	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jul 31, 2003	Mar 26, 2004	no	CLEVELAND, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MCDONALD PARTNERS LLC	Onedigital	Aug 15, 2025	Aug 22, 2025	7	Firm change	Other
KESTRA ADVISORY SERVICES, LLC	MCDONALD PARTNERS LLC	Oct 30, 2020	Nov 10, 2020	11	Firm change	Ibd to RIA
INDEPENDENT FINANCIAL GROUP, LLC	KESTRA ADVISORY SERVICES, LLC	Jan 20, 2017	Feb 2, 2017	13	Firm change	Other
CHARLES SCHWAB & CO., INC.	INDEPENDENT FINANCIAL GROUP, LLC	Feb 8, 2012	Nov 5, 2015	1,366	Firm change after gap	Other
TD AMERITRADE, INC.	CHARLES SCHWAB & CO., INC.	Mar 26, 2004	Apr 7, 2005	377	Firm change	Other

Relationships

Registered with (6)

→ ONEDIGITALRegistered adviserregistration: current employment
Aug 22, 2025 to presentfactForm ADV
→ MCDONALD PARTNERS LLCRegistered adviserregistration: previous registration
Nov 10, 2020 to Aug 15, 2025factForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Feb 2, 2017 to Oct 30, 2020factForm ADV
→ INDEPENDENT FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Nov 5, 2015 to Jan 20, 2017factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Apr 3, 2008 to Feb 8, 2012factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jul 31, 2003 to Mar 26, 2004factForm ADV

Dated events

Occurred
Aug 15, 2025
Advisor changed firm
William Stephen Fazekas left Mcdonald Partners Llc for Onedigital (registered 2025-08-22)
Form ADVobserved 4 days ago