Advisor at O'Donnell Wealth Management
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.
Firm
O'Donnell Wealth Management
Location
Cody, WY 82414
Credentials
Series 66
Industry experience
3 years
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
O'Domhnaill Enterprises Inc. (DBA: O'Donnell Wealth Management)
2023 - Present (3 years)
LPL Financial LLC
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)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
Integrated Wealth Concepts LLC
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