How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

q4G0EfpMQq4

See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Michael

ADVISOR PROFILE

Services Offered
Insurance Planning
Retirement Planning
Estate Planning
Comprehensive Financial Planning
Tax Planning
Investment Planning
Employee and Employer Plan Benefits

1) CHICO WEALTH, LLC DBA THE O'DONNELL GROUP; INVESTMENT RELATED; 2571 CALIFORNIA PARK DR, STE 130 CHICO, CA 95928; RIA; IAR; START DATE: 06/2012; APPROX 120 HRS/MO; ASSISTING IN FINANCIAL PLANNING 2) ENLOE FOUNDATION BOARD, 249 W. 6TH AVE, CHICO, CA 95926. NOT INVESTMENT RELATED, BOARD MEMBER, 4/2015-PRESENT. 1 HR/MONTH DURING TRADING, DUTIES INCLUDE ASSISTING HOSPITAL IN FUNDRAISING ACTIVITIES.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
vFjUHaDh2_g

FEEDBACK

Feedback Policy

Michael Thomas O'donnell

Experience: 20 years / 10 firms

© 2024 AdvisorCheck an AIMR Analytics company.  All Rights Reserved