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Timothy D. Odell
CETERA INVESTMENT ADVISERS LLC
SHOREWOOD, IL 60404
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CRD#: 5605681
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Professional summary
Timothy D Odell, who also goes by Timothy O'dell, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Shorewood, Illinois and CETERA WEALTH SERVICES, LLC located in Shorewood, Illinois.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Timothy has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Timothy O'dell
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) DELCO TAX ADVISORY SERVICES; SINCE 01/01/2015; 621 ROLLINGWOOD DR., SHOREWOOD, IL, 60404; TAX PREPARER; Assist in preparing tax returns for clients of Delco Tax Advisory Services; 20 HOURS SPENT ON ACTIVITY PER MONTH, 0 DURING TRADING HOURS (2) DELCO FINANCIAL GROUP, INC.; INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; FINANCIAL PLANNING DBA; JR. PLANNER; STARTED 2/8/2008; DBA NAME (3) NOTARY PUBLIC, NOT INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; NOTARY PUBLIC STATE OF ILLINOIS; STARTED 7/14/2017; APX 1 HOUR/MONTH, 1 DURING TRADING; NOTARY (4) NAME OF OTHER BUSINESS: DELCO FINANCIAL SERVICES, INC. INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 2/2008, POSITION/TITLE/RELATIONSHIP: PART OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; (5) NAME OF OTHER BUSINESS: SHOREWOOD SOCCER LEAGUE INVESTMENT RELATED: NO, ADDRESS: 25520 W SELL ROAD, SHOREWOOD, IL 60404, NATURE OF BUSINESS: SPORTS, START DATE:09/2023, POSITION/TITLE/RELATIONSHIP: ASSISTANT COACH, APX NUMBER OF HOURS PER WEEK: 3, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: ASSISTANT COACH FOR U8 SOCCER TEAM;
CRS (Client Relationship Summary) - RIA
Click below to view Timothy D Odell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 621 Rollingwood Dr, Shorewood, IL 60404RIA
CRD#: 105644
SHOREWOOD, IL
Current
September 20, 2019 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 621 Rollingwood Dr, Shorewood, IL 60404BD
CRD#: 13572
Shorewood, IL
Past
May 20, 2021 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
January 9, 2013 - May 20, 2021
SUMMIT FINANCIAL GROUP INC
RIA
CRD#: 109485
SHOREWOOD, IL
Past
September 11, 2012 - September 20, 2019
SUMMIT BROKERAGE SERVICES, INC.
BD
CRD#: 34643
SHOREWOOD, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/20/2019)
RR
California(9/20/2019)
RR
Colorado(1/7/2020)
RR
Florida(9/21/2019)
RR
Georgia(9/20/2019)
RR
Idaho(5/22/2020)
RR
Illinois(9/20/2019)
IAR
Illinois(6/29/2023)
RR
Indiana(9/20/2019)
RR
Massachusetts(9/20/2019)
RR
Michigan(9/20/2019)
RR
Minnesota(9/20/2019)
RR
Missouri(9/20/2019)
RR
Nevada(1/2/2025)
RR
North Carolina(9/20/2019)
RR
Ohio(9/20/2019)
RR
Oklahoma(9/20/2019)
RR
South Dakota(7/22/2020)
RR
Tennessee(1/25/2021)
RR
Texas(9/20/2019)
IAR
Texas(6/29/2023)
RR
Virginia(9/20/2019)
RR
Washington(9/20/2019)
RR
Wisconsin(9/20/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Shorewood, IL 60404TRUST BUT VERIFY
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