Timothy O'donnell
Timothy O'donnell is a registered investment advisor at Sequoia Wealth Management, LLC, based in Barrington, IL, with 22 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 1,640 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual advisory fee is 2.50%. Fees are negotiable depending on the scope and complexity of the engagement.
Fee Estimator
Location
1000 Hart Rd, Suite 300, Barrington, IL, 60010
Get directionsHistory
Regulatory History (1)
Criminal
February 1984Other Business ActivitiesSells Insurance
Timothy operates ODE Financial Services as a DBA for his LPL business, dedicating all of his time to it. He also receives insurance trails and provides investment advisory services through Sequoia Wealth Management, working nearly full-time on this activity.
Employment History
Current Registrations
Sequoia Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
Fleet Securities, INC.Broker
Geldermann Securities, INC.Broker
State Registrations8 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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