Elizabeth O'donnell
Elizabeth O'donnell is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Denver, CO, with 24 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
501 S Cherry St 11th Floor, Denver, CO, 80246
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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 ActivitiesSells Insurance
Elizabeth owns O`Donnell Wealth Management, a financial services DBA, and works there full-time selling insurance, securities, and investment products. She is also an independent insurance agent selling fixed insurance products full-time, and owns Sirsimonofsays LLC, spending about a quarter of her time managing a pet's brand and modeling career.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations14 states
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