Timothy O'donnell, financial advisor Hoffman Estates IL
61 score

Timothy O'donnell

CRD Number: 1944448
Current Firm: Sequoia Wealth Management, LLC

Timothy O'donnell (CRD# 1944448) is an Investment Advisor Representative working at Sequoia Wealth Management, LLC in Hoffman Estates, IL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Sequioa Wealth Management, LLC Hoffman Estates, IL Jan 2015 - Current 1
Lpl Financial LLC Hofman Estates, IL Sep 2013 - Current 3
Minnesota Life Insurance Company St. Paul, MN Jun 2007 - Sep 2013 6
Securian Financial Services Inc. St. Paul, MN Jun 2007 - Sep 2013 6
Gcg Financial Inc. Bannockburn, IL Jun 2007 - Sep 2013 6
Our Family Magazine Barrington, IL Apr 2009 - Nov 2012 3
John Hancock Insurance Co Rosemont, IL Apr 2006 - May 2007 1
Signator Investors Inc. Rosemont, IL Apr 2006 - May 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Timothy E. O'donnell
Phone Number: 847-310-5900
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    283
    MILLIONS
  • Total Number of Accounts
    2,331
    ACCOUNTS
  • Average Account Value
    $121,473
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, DE, FL, IA, IL, IN, LA, MA, MI, MN, MO, NC, NJ, NY, OH, PA, TN, TX, VA, WA, WI

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BADGES
61

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