Oder Investment Management, LLC

Oder Investment Management, LLC (CRD# 134506) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $181,613,208 in 357 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    182
    MILLION
  • Total Number of Accounts
    357
    ACCOUNTS
  • Average Account Value
    $508,720
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA, TX

Financial Advisors at Oder Investment Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Joshua K. Oder
CRD#: 3195875
21300 Victory Blvd, Suite 855, Woodland Hills, CA 91367
93
Wealthminder
score

Joshua Oder (CRD# 3195875) is an Investment Advisor Representative working at Oder Investment Management, LLC in Woodland Hills, CA and has over 19 years of experience in the finance industry.

2
Steven S. Zorn
CRD#: 4096534
21300 Victory Blvd, Suite 855, Woodland Hills, CA 91367
93
Wealthminder
score

Steven Zorn (CRD# 4096534) is an Investment Advisor Representative working at Oder Investment Management, LLC in Woodland Hills, CA and has over 11 years of experience in the finance industry.

3
Lucas A. Franco
CRD#: 4949221
21300 Victory Blvd., Suite 855, Woodland Hills, CA 91367
87
Wealthminder
score

Lucas Franco (CRD# 4949221) is an Investment Advisor Representative working at Oder Investment Management, LLC in Woodland Hills, CA and has 1 year of experience in the finance industry.

4
Matthew N. Franco
CRD#: 6311599
21300 Victory Blvd., Suite 855, Woodland Hills, CA 91367
87
Wealthminder
score

Matthew Franco (CRD# 6311599) is an Investment Advisor Representative working at Oder Investment Management, LLC in Woodland Hills, CA and has 1 year of experience in the finance industry.

5
Erik M. Helmstetter
CRD#: 3173525
6080 Center Dr, 6th Floor, Ste. 681, Los Angeles, CA 90045
86
Wealthminder
score

Erik Helmstetter (CRD# 3173525) is an Investment Advisor Representative working at Oder Investment Management, LLC in Los Angeles, CA and has over 19 years of experience in the finance industry. Erik Helmstetter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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