Stephen O'donnell (CRD# 3184790) is an Investment Advisor Representative working at O'donnell Wealth Management in Cody, WY and has over 24 years of experience in the finance industry.
CRD# 4097699
Edward Jones
CRD# 4802850
Thrivent Investment Management Inc.
CRD# 1801298
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Cody, WY | Oct 2022 - Current | 1 |
| O'domhanaill Enterprises, Inc. (dba O'donnell Wealth Management) | Cody, WY | Jul 2014 - Current | 9 |
| Saxony Securities, Inc. | Saint Louis, MO | Nov 2015 - Oct 2022 | 6 |
| O'donnell & Associates (ameriprise Financial Services, Inc.) | Rye Brook, NY | Jul 2009 - Jul 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 1999 |
- CA
- TX
- WY
-
Total Assets Under Management65MILLIONS
-
Total Number of Accounts282ACCOUNTS
-
Average Account Value$231,206
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA, TX, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.