Kyle Jordan Ladd
Investment adviser representative at O'donnell Financial Services, LLC
10 yearsExperience
1 stateRegistered in
$427.1MFirm assets
9 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 fee
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
10 years in the industry.
- Integrity Alliance, LLCJun 2026 to now
- O'donnell Financial Services, LLCOct 2025 to now
- O' Donnell Financial GroupMar 2025 to now
- Independent Financial Group LLCMar 2025 to May 2026
- Charles Schwab and Co., Inc.Dec 2022 to Mar 2025
- TD AmeritradeFeb 2021 to Dec 2022
- TD AmeritradeMar 2018 to Jan 2021
- Scottrade, Inc.Jan 2017 to Mar 2018
- Independent Financial Group, LLCOct 2016 to Dec 2016
- O'donnell Financial ServicesJan 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (CA).
O'donnell Financial Services, LLC
$427.1MAssets managed
995Clients
6Advisers
9 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
- 6003290
- Firm CRD
- 172520