Stephen O'donnell is a registered investment advisor at LPL Financial LLC, based in Cody, WY, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
627 Yellowstone Avenue, Cody, WY, 82414
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is the CEO and CIO of O'Domhanaill Enterprises, Inc. (DBA O'Donnell Wealth Management), his LPL business entity, and provides investment advisory services through O'Donnell Wealth Management, spending nearly full-time on this. He also serves on the Investment Funds Committee Selection Panel for Wyoming and owns Ard-Ri' Holdings LLC, a real estate rental business, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLCBroker
O'donnell Wealth Management
Previous Registrations
Saxony Capital Management, LLC
Saxony Securities, INC.Broker
Securities America, INC.Broker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations10 states
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