O'Donnell Financial Services, LLC

Who works here

• BV
  Beth Verdekal
• GO
  Gregory Charles O'Donnell
• KL
  Kyle Jordan Ladd
• MN
  Michael Dean Nakano
• SO
  Spencer William Odonnell
• TC
  Troy Collins Copeland

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting
• Seminars and workshops

O'Donnell Financial Services, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

172520