John Dodenhoff is a registered investment advisor at LPL Financial LLC, based in Cody, WY, with 6 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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John operates O'Donnell Wealth Management as a DBA for his LPL business and as a registered investment advisor. He dedicates full-time hours to providing investment advisory services through O'Donnell Wealth Management.
Employment History
Current Registrations
LPL Financial LLCBroker
O'donnell Wealth Management
Previous Registrations
Saxony Capital Management, LLC
Saxony Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations10 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.