Advisor at The Other 90 Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Mount Vernon, IN
Credentials
CFP®
Industry experience
7 years
David Dodd, CFP®, CKA®, specializes in guiding Christians over the age of 50 towards two main goals: To Retire Successfully and Steward Well.
As both a Certified Kingdom Advisor™ and a CERTIFIED FINANCIAL PLANNER™, David ensures your financial strategies reflect your Christian values and aim for the best return on your life. Based in Mount Vernon, IN, David Dodd Financial Planning serves clients in the Evansville area, Southern Illinois, and virtually nationwide.
Our Services Include: • Retirement Income and Investment Management • Tax, Insurance, and Estate Planning • Social Security and Medicare Education • Charitable Giving Strategies
David operates on a unique transparent FLAT FEE basis, eliminating conflicts of interest typical in percentage-based fees. This approach ensures his advice serves your best interests, fostering wealth growth without increasing fees. Unlike traditional fee-only advisors, we don't charge a percentage of the assets we manage, thereby avoiding incentives to take unnecessary risks or discourage prudent financial actions.
Experience Our Services With a Free Retirement Assessment:
Start with a no-obligation 20-minute call to determine compatibility, followed by a discovery meeting to outline your goals. The process concludes with a personalized • Retirement Assessment addressing:
David is committed to building lasting relationships and guiding clients toward a rewarding retirement, aligning with Matthew 25:21, "…Well done, good and faithful servant... Enter into the joy of your master."
Disclosure: The Other 90 Financial, LLC is registered in Indiana and Illinois. This material is for informational purposes only and does not constitute tax, legal, or accounting advice.
$9,500
Our flat fee is transparent and eliminates certain AUM or % based fee conflicts of interest. Not sure what you're paying all-in? You might be surprised what the AUM fee + the expense ratios of your investments add up to. For those with sizable nest eggs, our fee may start to look cheap compared to what you're already paying vs the value you're receiving.
Mount Vernon, IN
Illinois · Indiana
The Other 90 Financial, LLC
2022 - Present (4 years)
Inspire Advisors, LLC
2020 - 2022 (2 years)
Mount Vernon Indiana City Councilman for District 1
2020 - Present (6 years)
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2018 - 2020 (2 years)
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2017 - 2018 (1 year)
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2017 - 2022 (5 years)
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2016 - 2017 (1 year)
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2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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Steven Smith is a financial advisor with StoneX Advisors Inc. in Carmi, Illinois, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at several firms including Quest Capital Strategies, Interactive Financial Advisors, and Brooklight Place Securities. Since 2011, he has also operated Steven Smith Financial, providing financial services that include investment advisory, insurance, and individual tax preparation. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm uses a variety of investment strategies implemented through advisor-managed portfolios, proprietary models, and third-party money managers.
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Edward Jones
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Carmi, IL
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Melissa Crow is a financial advisor with OSAIC and holds Series 63, 65, and 66 licenses. She has been with OSAIC and CAVU Wealth Advisors since 2025. Prior to her financial advisory roles, she spent several years working in education and operated a truck and trailer sales business. Outside of finance, she co-owns and helps operate Skillet Fork Outfitters Inc., a hunting outfitting business in Carmi, Illinois. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individuals, pension plans, corporations, and charities. The firm offers a range of advisory programs and investment solutions, supporting thousands of advisors and managing approximately $200 billion in assets.
Series 63, Series 65
Carmi, IL
OSAIC
Lance Barbre is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Securities America Advisors and First National Bank of Carmi. Outside of his advisory role, Barbre serves as president of the White County Flying Club and is a board member of the SIC Foundation, which supports SIC Junior College. OSAIC is a large SEC-registered investment adviser and FINRA broker-dealer serving a diverse client base, including individual investors, retirement plans, corporations, and nonprofits. The firm offers a range of advisory and brokerage services, utilizing technology-driven investment processes and access to multiple custodial platforms.
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