Ryan
Odonnell
O'Donnell Wealth Management
Answer a few questions and
get matched with an advisor.
About this Advisor
Ryan Odonnell is a financial advisor who works out of Cody, Wyoming. Odonnell is an employee of O'Donnell Wealth Management. During their career, the advisor has held roles at Mount Saint Mary College - Undergraduate, Advanced Coating Technologies, Digital Alchemy, Buffalo Bill Center Of The West, West Park Hospital, O'Domhnaill Enterprises Inc (Dba: O'Donnell Wealth Management), Saxony Securities, Inc and Lpl Financial LLC. Odonnell holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, Colorado, Texas and Wyoming. O'Donnell Wealth Management is a financial advisory firm operating out of Cody, WY. It has $55 million in assets under management between its 317 customer accounts, placing it among the smaller investment advisory firms in the country by assets under management. Of its 317 client accounts, 29% belong to high-net-worth clients who have more than $1 million in assets available to invest. The business has a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees typically depend on which services are offered. However, fee types charged by O'Donnell Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
O'Donnell Wealth Management Brokerage Details
$55,201,580
6
317
$174,137
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Ryan Odonnell Work History
Ryan has been registered as a financial advisor for 0 years.*
O'Domhnaill Enterprises Inc (Dba: O'Donnell Wealth Management)
Lpl Financial LLC
Saxony Securities, Inc
O'Domhnaill Enterprises Inc (Dba: O'Donnell Wealth Management)
West Park Hospital
Digital Alchemy
Buffalo Bill Center Of The West
West Park Hospital
Advanced Coating Technologies
Advanced Coating Technologies
Mount Saint Mary College - Undergraduate
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ryan Odonnell 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 O'Donnell Wealth Management
Cody, WY
Cody, WY
Cody, WY
Cody, WY
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
