Michael Nakano
Michael Nakano is a registered investment advisor at O'donnell Financial Services, LLC, based in San Rafael, CA, with 41 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 995 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
O’Donnell Financial Services provides investment management through a wrap fee program, where the management fee is bundled into a single fee that covers transaction costs. For specific fee schedules and percentages, clients must refer to the separate Wrap Fee Program Brochure (Part 2A, Appendix 1), as the main brochure directs fee details there.
Location
1101 Fifth Avenue, Suite 150, San Rafael, CA, 94901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is a registered representative and IAR at O'Donnell Financial Group, LLC, used for marketing purposes, spending about 10-20% of his time. He also sells various insurance products outside of IFG, dedicating a few hours per week.
Employment History
Current Registrations
O'donnell Financial Services, LLC
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
LPL Financial LLC
LPL Financial LLCBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
CUNA Brokerage Services, INC.Broker
Wm Financial Services, INC.Broker
Griffin Financial ServicesBroker
Ba Investment Services, INC.Broker
Wells Fargo Securities INC.Broker
Marketing One Securities, INC.Broker
Liberty Securities CorporationBroker
Pamco Securities and Insurance ServicesBroker
Chubb Securities CorporationBroker
Hartford Equity Sales Company INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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