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Benjamin O'dell

3 Years of Experience
Shorewood, IL
BrokerSells Insurance

Benjamin O'dell is a registered investment advisor at Cetera Investment Advisers LLC, based in Shorewood, IL, with 3 years of industry experience. Benjamin 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.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Benjamin sells life, health, and annuity insurance products through various companies, dedicating a few hours per week. He also works as an insurance representative for Delco Tax Advisory and Delco Financial Group, Inc., and is a part owner/registered administrative assistant for Delco Financial Services, Inc., spending about a quarter of his time on the latter two.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Cetera Advisor Networks LLC
February 2023 - June 2023 · 4 mos
State Registrations4 states
ILINMIWI
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.
Benjamin O'dell - Financial Advisor | TrueAdvisor