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Brian Odell

22 Years of Experience
Shorewood, IL
Broker

Brian Odell is a registered investment advisor at Cetera Investment Advisers LLC, based in Shorewood, IL, with 22 years of industry experience. Brian 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

621 Rollingwood Dr, Shorewood, IL, 60404

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Brian is the owner of Delco Tax Advisory Group Inc., focusing on individual tax preparation, dedicating nearly full-time hours during tax season. He is also involved with Delco Financial Group Inc., Delco Development LLC, New City Life Church, and Delco Financial Services, Inc., spending a significant amount of time on financial services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
September 2019 - Present · 6 yrs 8 mos
Cetera Wealth Services, LLCBroker
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Summit Financial Group INC
February 2011 - May 2021 · 10 yrs 3 mos
Summit Brokerage Services, INC.Broker
February 2011 - September 2019 · 8 yrs 7 mos
Qa3 Financial LLC
September 2004 - February 2011 · 6 yrs 5 mos
Qa3 Financial CORP.Broker
September 2003 - February 2011 · 7 yrs 5 mos
State Registrations27 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Brian Odell - Financial Advisor | TrueAdvisor