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OB

Odias Bachelder

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CRD#: 2756954
OB

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.

Odias Bachelder II, who also goes by Odias Albert Bachelder II, Odie Bachelder, Odias Bachelder, was a registered financial professional .

Odias is a previously registered financial professional and started their career in finance in 1996. Odias had worked at 15 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Odias Albert Bachelder Ii | Odie Bachelder | Odias Bachelder

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) ODIAS BACHELDER II; INVESTMENT RELATED; INSURANCE PRODUCER; 865 OAK HILL ROAD, NORTH YARMOUTH, ME; 01/2021; INSURANCE PRODUCTS INCLUDING LIFE, LONG-TERM CARE, AND ANNUITIES; APPROX. 15 HOURS PER MONTH DURING TRADING HOURS; INSURANCE PRODUCTION ACTIVITIES. 2) ODIAS BACHELDER II; NON-INVESTMENT RELATED; AFFILIATE AT TAX REBATE SPECIALISTS; 865 OAK HILL ROAD, NORTH YARMOUTH, ME; 08/2022; APPROX. 5 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; NON-EMPLOYEE AFFILIATE AT TAX REBATE SPECIALISTS, PROVING REFERRALS AND ASSISTING COMPANIES WITH FEDERAL EMPLOYEE RETENTION CREDITS.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 16, 2023 - July 9, 2024

MAINE INVESTMENT AND PLANNING SERVICES, LLC

RIA
CRD#: 318440
YARMOUTH, ME
Past

February 9, 2021 - August 3, 2021

IAMS WEALTH MANAGEMENT, LLC

RIA
CRD#: 286085
North Yarmouth, ME
Past

February 14, 2020 - January 26, 2021

SECURE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 141195
North Yarmouth, ME
Past

April 4, 2014 - January 31, 2020

FREEDOM WEALTH ADVISORS, LLC

RIA
CRD#: 165151
NORTH YARMOUTH, ME
Past

September 30, 2011 - October 16, 2012

INNOVATIVE ADVISORY GROUP

RIA
CRD#: 146618
PORTLAND, ME
Past

May 19, 2009 - October 23, 2009

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
FALMOUTH, ME
Past

May 19, 2009 - October 23, 2009

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
FALMOUTH, ME
Past

January 24, 2007 - March 6, 2009

CETERA INVESTMENT SERVICES LLC

RIA
CRD#: 15340
PORTLAND, ME
Past

January 12, 2007 - March 6, 2009

BANCNORTH INVESTMENT GROUP, INC.

BD
CRD#: 31299
PORTLAND, ME
Past

February 4, 2005 - December 16, 2005

BANGOR SECURITIES, INC.

RIA
CRD#: 4302
PORTLAND, ME
Past

February 4, 2005 - December 16, 2005

BANGOR SECURITIES, INC.

BD
CRD#: 4302
PORTLAND, ME
Past

March 9, 2004 - February 3, 2005

CHITTENDEN SECURITIES, LLC.

RIA
CRD#: 45190
KENNEBUNK, ME
Past

July 8, 2003 - February 3, 2005

CHITTENDEN SECURITIES, LLC.

BD
CRD#: 45190
BURLINGTON, VT
Past

April 9, 2002 - March 17, 2003

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

February 2, 2000 - April 19, 2002

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

May 27, 1999 - January 31, 2000

NORTHERN CAPITAL SECURITIES CORPORATION

BD
CRD#: 40659
NORTH ANDOVER, MA
Past

July 23, 1996 - June 7, 1999

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

July 23, 1996 - June 7, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/25/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/29/1999
General Securities Principal Examination

Current Firm


MI
MAINE INVESTMENT AND PLANNING SERVICES, LLC
LUXOLO ADVISORS | MAINE INVESTMENT AND PLANNING SERVICES, LLC | LUXOLO ADVISORS, LLC | LUXOLO ADVISORS LLC

CRD#: 318440 / SEC#:

Maine
Registered Investment Advisory firm - (5/16/2023 Approved)
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Contact information


Main Address
4 Fundy Road Suite 202/204, Falmouth, ME 04105
Mailing Address
190 Us Rt. 1 #238, Falmouth, ME 04105
Phone number
(207) 632-2020
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts6
AUM (Assets Under Management)$ 1,854,395

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MAINE INVESTMENT AND PLANNING SERVICES, LLC

CRD#: 318440

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