GO
GO

Gene O'dell

25 Years of Experience
Springfield, MO
Broker

Gene O'dell is a registered investment advisor at Wells Fargo Advisors, based in Springfield, MO, with 25 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

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

Loading...

Location

4650 S National Ave, Ste B4, Springfield, MO, 65810

Get directions

History

Regulatory History
Clean regulatory record

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

Gene has 100% ownership in GOCO Enterprises, LLC, dedicating nearly full-time hours to it. Gene also has partial ownership in Finteris Holding Company, LLC and OZFW LLC, dedicating minimal time and about 10-20% of his time, respectively.

Employment History
Current Registrations
Wells Fargo Advisors
February 2021 - Present · 5 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2021 - Present · 5 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2009 - February 2021 · 11 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - February 2021 · 13 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
April 2006 - January 2008 · 1 yr 9 mos
Allstate Financial Services, LLCBroker
September 2005 - January 2006 · 4 mos
State Farm Vp Management CORP.Broker
October 2002 - March 2005 · 2 yrs 5 mos
Salomon Smith Barney INC.
August 2000 - September 2002 · 2 yrs 1 mo
Salomon Smith Barney INC.Broker
April 2000 - September 2002 · 2 yrs 5 mos
State Registrations36 states
ALARAZCACOCTFLGAIAILKSLAMDMIMNMOMTNCNENHNJNVNYOHOKORPASCTNTXUTVAVTWAWIWY
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.