Stephen P O'donnell
Investment adviser representative at O'donnell Wealth Management
16 yearsExperience
2 statesRegistered in
$123.3MFirm assets
Under 1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- O'donnell Wealth ManagementMar 2023 to now
- LPL Financial LLCDec 2022 to now
- Town of Jackson Police DepartmentNov 2019 to now
- Teton County Sheriff's OfficeJan 2022 to Dec 2022
- City of Cody Police DepartmentFeb 2017 to Nov 2019
- Wyoming Army National GuardNov 2016 to Oct 2021
- City of Port Jervis Police DepartmentMar 2013 to Mar 2017
- New York Army National GuardOct 2010 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, WY).
O'donnell Wealth Management
Legal name: O'domhnaill Enterprises, Inc.
$123.3MAssets managed
211Clients
5Advisers
Under 1 yearIn 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
- 5789809
- Firm CRD
- 323384