Beth Verdekal
Investment adviser representative at O'donnell Financial Services, LLC
8 yearsExperience
1 stateRegistered in
$427.1MFirm assets
9 yearsFirm in business
Are you Beth Verdekal? Claim your profile
Contact this firm
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
8 years in the industry.
- O'donnell Financial Services, LLCJul 2022 to now
- Environmental Defense FundJun 2023 to Aug 2023
- Corporate VisionsAug 2020 to Sep 2020
- Self EmployedOct 2018 to Jul 2022
- Ridgeback EnterprisesMay 2017 to Sep 2018
- Own It EconomicsMar 2016 to Mar 2024
- No Employment HistoryOct 2015 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
- Series 65 · Uniform Investment Adviser Law2025
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
- 8174526
- Firm CRD
- 172520