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Tawnya Odekirk

14 Years of Experience
Salt Lake City, UT
1 DisclosureBroker

Tawnya Odekirk is a registered investment advisor at Wells Fargo Advisors, based in Salt Lake City, UT, with 14 years of industry experience. Tawnya is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

299 S Main St 7th Fl, [Mk/Me-Rbo], Salt Lake City, UT, 84111

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History

Regulatory History (1)
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Criminal
January 1995
Final Disposition
Other Business Activities

Tawnya serves as power of attorney for her parents, starting in October 2023. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
September 2013 - Present · 13 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
September 2013 - Present · 13 yrs 1 mo
Previous Registrations
Cambria Capital LLC
November 2012 - August 2013 · 9 mos
Cambria Capital, LLCBroker
March 2012 - August 2013 · 1 yr 5 mos
State Registrations38 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
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