Advisor at O'Donnell Wealth Management
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Firm
O'Donnell Wealth Management
Location
Cody, WY 82414
Credentials
Series 66
Industry experience
3 years
Ryan O Donnell is a financial advisor with O'Donnell Wealth Management in Cody, WY, holding a Series 66 designation and three years of industry experience. His prior work includes roles at LPL Financial LLC and Saxony Securities, Inc., as well as positions outside finance at West Park Hospital and the Buffalo Bill Center of the West. Outside of his advisory role, he also works as a freelance voice talent. 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 focused on capital preservation and risk-adjusted returns, managing approximately $123.3 million in discretionary assets for around 208 clients.
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
O'Domhnaill Enterprises Inc. (DBA: O'Donnell Wealth Management)
2023 - Present (3 years)
LPL Financial
2022 - Present (4 years)
Saxony Securities, Inc.
2022 - 2022 (1 year)
O'Domhnaill Enterprises Inc. (DBA: O'Donnell Wealth Management)
2021 - 2022 (1 year)
West Park Hospital
2017 - 2021 (4 years)
West Park Hospital
2016 - 2017 (1 year)
Buffalo Bill Center of the West
2016 - 2016 (1 year)
Digital Alchemy
2016 - 2016 (1 year)
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Is not active or affiliated with:
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
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.
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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