Advisor at O'Donnell Wealth Management
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Firm
O'Donnell Wealth Management
Location
Cody, WY 82414
Credentials
Series 66
Industry experience
6 years
John Dodenhoff is a financial advisor at O'Donnell Wealth Management with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Saxony Securities, Inc. Outside of finance, he was involved with Cody Coffee Roaster, LLC from 2018 to 2020. O'Donnell Wealth Management serves individual and high-net-worth clients through discretionary portfolio management, integrated financial planning, and estate-planning services. The firm employs a value-driven, growth-and-income investment approach with an emphasis on capital preservation and risk-adjusted returns.
Based on O'Donnell Wealth Management
Based on O'Donnell Wealth Management
Under $500,000 - $499,999: 2.00% $500,000 - $999,999: 1.75% $1,000,000 - $1,999,999: 1.25% $2,000,000 - $4,999,999: 1.00% $5,000,000+: 0.80%
Account minimum: $500,000
627 Yellowstone Avenue
Cody, WY 82414
Texas · Wyoming
LPL Financial
2022 - Present (4 years)
O'Donnell Wealth Management
2020 - Present (6 years)
Saxony Securities, Inc.
2020 - 2022 (2 years)
Cody Coffee Roaster, LLC
2018 - 2020 (2 years)
Unemployed
2017 - 2018 (1 year)
Buffalo Bill Center of the West
2015 - 2017 (2 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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CFP®, Series 66
Cody, WY
Copperline Wealth Management & Planning
CFP®, Series 63, Series 66
Cody, WY
Copperline Wealth Management & Planning
Series 66
Cody, WY
O'Donnell Wealth Management
Series 63, Series 66
Cody, WY
O'Donnell Wealth Management
Series 66
Cody, WY
O'Donnell Wealth Management
Series 63, Series 65
Cody, WY
Vantage Point Wealth Management
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