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Timothy Odell

13 Years of Experience
Shorewood, IL
Broker

Timothy Odell is a registered investment advisor at Cetera Investment Advisers LLC, based in Shorewood, IL, with 13 years of industry experience. Timothy 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

Timothy is a tax preparer for Delco Tax Advisory Services and a part owner of Delco Financial Services, Inc., a financial services DBA. He also works as a Jr. Planner for Delco Financial Group, Inc. and is an assistant soccer coach.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 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
January 2013 - May 2021 · 8 yrs 4 mos
Summit Brokerage Services, INC.Broker
September 2012 - September 2019 · 7 yrs
State Registrations22 states
AZCACOFLGAIDILINMAMIMNMONCNVOHOKSDTNTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.