Dani Michelle O'donnell
Investment adviser representative at Barnes Wealth Management Group
18 yearsExperience
1 stateRegistered in
$477.2MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Purshe Kaplan Sterling InvestmentsNov 2015 to now
- Premier Designs JewelryOct 2011 to now
- Barnes Wealth Management GroupFeb 2008 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
Barnes Wealth Management Group
Legal name: Barnes Wealth Management Group, Inc.
$477.2MAssets managed
897Clients
7Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4163354
- Firm CRD
- 132189