Stephen O'donnell is a registered investment advisor at LPL Financial LLC, based in Cody, WY, with 26 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
627 Yellowstone Avenue, Cody, WY, 82414
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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 Activities
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 Registrations11 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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