Daniel OdenbachCRD 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.
Ameriprise Financial Services, LLC
Robert W. Baird & Company Incorporated
|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|
Total Assets Under Management161,853MILLIONS
Total Number of Accounts540,172ACCOUNTS
Average Account Value$299,632
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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