Advisor at O'Donnell Wealth Management
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Firm
O'Donnell Wealth Management
Location
Cody, WY 82414
Credentials
Series 63, Series 66
Industry experience
4 years
Stephen O'Donnell is a financial advisor with O'Donnell Wealth Management in Cody, Wyoming. He holds Series 63 and 66 licenses and has four years of industry experience. Prior to his advisory career, he served in various law enforcement roles including with the Town of Jackson Police Department and the Wyoming Army National Guard. Outside of financial advising, he is a reserve police officer for the Town of Jackson and also serves as a notary public. O'Donnell Wealth Management is a registered investment adviser serving individual and high-net-worth clients through discretionary portfolio management, integrated financial planning, and estate-planning services. The firm emphasizes a value-driven, growth-and-income approach focused 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
O'Donnell Wealth Management
2023 - Present (3 years)
LPL Financial
2022 - Present (4 years)
Teton County Sheriff's Office
2022 - 2022 (1 year)
Town of Jackson Police Department
2019 - Present (7 years)
City of Cody Police Department
2017 - 2019 (2 years)
Wyoming Army National Guard
2016 - 2021 (5 years)
City of Port Jervis Police Department
2013 - 2017 (4 years)
New York Army National Guard
2010 - 2016 (6 years)
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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 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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