Elizabeth O'Donnell, financial advisor Denver CO

Elizabeth O'Donnell

CRD Number: 4503842
Current Firm: Voya Financial Advisors, Inc.
Compensation Model: Both

Elizabeth O'Donnell (CRD# 4503842) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Denver, CO and has over 17 years of experience in the finance industry.

 

OWM brings integrity and intelligence to bear in our development of strategies that serve the best interests of our clients. At every stage of the process and with every interaction, our goal is to meet our clients' needs. We make investment understandable and enjoyable so clients can make informed decisions about their money. We never focus on proprietary products - so we avoid any conflicts of interest. We bring a thoughtful team approach to our work with individuals, families, business owners, and estate fiduciaries, as well as CPAs and attorneys. And we remain focused on our clients' evolving needs through each phase of the financial life-cycle from wealth accumulation, to preservation, to distribution. 

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Professional Designations
Company Name Location Dates Years
Voya Financial Advisors Denver, CO Sep 2014 - Current 5
Cat Eye LLC Denver, CO Jun 2011 - Current 8
O'donnell Wealth Management Denver, CO May 2008 - Current 11
Ing Financial Partners Denver, CO May 2006 - Sep 2014 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2002
Contact Info for Elizabeth P. O'Donnell
Phone Number:
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    13,452
    MILLIONS
  • Total Number of Accounts
    74,955
    ACCOUNTS
  • Average Account Value
    $179,468
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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