Daniel Odenbach, financial advisor Onalaska WI

Daniel Odenbach

CRD Number: 5848481
Current Firm: Commonwealth Financial Network

Daniel Odenbach (CRD# 5848481) is an Investment Advisor Representative working at Commonwealth Financial Network in Onalaska, WI and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA May 2021 - Current 1
Pinnical Business Consulting Holmen, WI Sep 2020 - Current 2
Voya Financial Advisors, Inc. La Crosse, WI Mar 2020 - May 2021 1
Mml Investors Services, LLC La Crosse, WI Mar 2017 - Mar 2020 3
Massachusetts Mutual Life Insurancy Company La Crosse, WI Jul 2016 - Mar 2020 3
Metlife Securities Inc. Rochester, MN Sep 2015 - Mar 2017 1
Mutual Of Omaha Investor Services, Inc. Omaha, NE Jan 2011 - Sep 2015 4
Mutual Of Omaha Lacrosse, WI Sep 2009 - Sep 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2011
S65 NASAA Investment Advisors Law Examination Mar 2020
Contact Info for Daniel J. Odenbach
Phone Number: 781-736-0700
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    161,853
    MILLIONS
  • Total Number of Accounts
    540,172
    ACCOUNTS
  • Average Account Value
    $299,632
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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