Ronald
Odle

Osaic Institutions, Inc

CRD#5598778
Investment Advisor
in Fowler, IN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Ronald Odle is a financial advisor based in Fowler, Indiana, working with Osaic Institutions, Inc. Ronald has previously held positions at Raymond James Financial Services, Inc, Pnc Bank, Pnc Investments, The Farmers Bank, Cascades, Fowler State Bank, and Infinex Investments, Inc. Ronald has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Indiana. Currently, Ronald is part of Osaic Institutions, Inc, which operates out of Fowler, Indiana. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

300 East 5Th Street
Fowler, IN 47944

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Osaic Institutions, Inc Brokerage Details

Total Assets Under Management

$3,626,644,800

IN Average: $5,297,377,271
Total Number of Employees

722

IN Average: 35
Total Number of Accounts

8,478

IN Average: 690
Average Account Size

$427,771

IN Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Ronald Odle Work History

2022 - Present (3 years)

Fowler State Bank

2022 - Present (3 years)

Infinex Investments, Inc

2022 - 2022 (< 1 year)

Cascades

2019 - 2022 (3 years)

The Farmers Bank

2015 - 2018 (3 years)

Pnc Investments

2015 - 2019 (4 years)

Pnc Bank

2014 - 2015 (1 year)

Pnc Bank

2013 - 2014 (1 year)

Raymond James Financial Services, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Ronald Odle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Osaic Institutions, Inc

Charles Claver
Beverly Hills, CA
Ryan Robertson
Derry, PA
Bret Kinzler
Fargo, ND
Justin Perri
Cornelius, NC
Simion Procopenco
Centerville, MA
James Mckenna
Dover, NH
Peter Aiello
Canton, MA
John Chipelo
Meriden, CT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started