Sheila I. Odnert
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Sheila Ilene Odnert was a registered financial professional .
Sheila is a previously registered financial professional and started their career in finance in 1982. Sheila had worked at 17 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 6, 2015 - March 28, 2019
TORTUGA WEALTH MANAGEMENT
November 27, 2013 - December 31, 2014
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS
November 26, 2013 - December 31, 2018
LPL FINANCIAL LLC
August 11, 2009 - November 27, 2013
HOUSEHOLDER GROUP FINANCIAL ADVISORS, LLC
August 11, 2009 - November 26, 2013
SECURITIES SERVICE NETWORK, LLC
October 31, 2005 - August 13, 2009
OSAIC SERVICES, INC.
February 28, 2000 - August 11, 2009
HOUSEHOLDER GROUP, ESTATE & RETIREMENT SPECIALISTS
May 19, 1992 - October 31, 2005
SUNAMERICA SECURITIES, INC.
December 13, 1991 - May 19, 1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
May 1, 1991 - December 17, 1991
CETERA WEALTH SERVICES, LLC
March 23, 1987 - May 7, 1991
FMS SECURITIES, INC.
November 4, 1986 - March 9, 1987
WADDELL & REED
October 21, 1986 - December 20, 1986
INVESTORS BROKERAGE SERVICES, INC.
March 19, 1986 - September 5, 1986
PILOT FINANCIAL SERVICES, INC.
October 31, 1984 - December 6, 1985
ALLEN A. BUCHALTER ASSOCIATES,INC.
March 14, 1984 - October 19, 1984
FMS SECURITIES, INC.
October 5, 1983 - April 16, 1984
RCL SECURITIES CORPORATION
March 30, 1982 - October 17, 1983
SOUTHMARK FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
TORTUGA WEALTH MANAGEMENT
CRD#: 153737 / SEC#: 801-124715
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
TORTUGA WEALTH MANAGEMENT
CRD#: 153737 / SEC#: 801-124715
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 507 |
| AUM (Assets Under Management) | $ 156,006,704 |
Red Flags
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