RO
Ryan M. Odonnell
O'DONNELL WEALTH MANAGEMENT
CODY, WY 82414
Some features on this profile are disabled
CRD#: 7486624
RO
Professional summary
Ryan M Odonnell is a registered financial advisor currently at O'DONNELL WEALTH MANAGEMENT located in Cody, Wyoming and LPL FINANCIAL LLC located in Cody, Wyoming.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Ryan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan M Odonnell'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
March 6, 2023 - Present
O'DONNELL WEALTH MANAGEMENT
Office #1: 627 Yellowstone Avenue, Cody, WY 82414RIA
CRD#: 323384
CODY, WY
Current
March 1, 2023 - Present
LPL FINANCIAL LLC
Office #1: 627 Yellowstone Avenue, Cody, WY 82414RIA
BD
CRD#: 6413
Cody, WY
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".
OW
O'DONNELL WEALTH MANAGEMENT
O'DOMHNAILL ENTERPRISES, INC. | O'DONNELL WEALTH MANAGEMENT
CRD#: 323384 / SEC#: 801-134560
RIA
Registered Investment Advisory firm - (1/22/2026 Approved)California
Registered Investment Advisory firm - (1/27/2026 Termination Requested)Colorado
Registered Investment Advisory firm - (1/31/2026 Terminated)Michigan
Registered Investment Advisory firm - (2/3/2026 Terminated)Montana
Registered Investment Advisory firm - (1/27/2026 Termination Requested)Texas
Registered Investment Advisory firm - (1/27/2026 Terminated)Wyoming
Registered Investment Advisory firm - (1/27/2026 Termination Requested)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
IAR
Texas(3/6/2023)
RR
Wyoming(2/28/2023)
IAR
Wyoming(3/6/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/1/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
OW
O'DONNELL WEALTH MANAGEMENT
O'DOMHNAILL ENTERPRISES, INC. | O'DONNELL WEALTH MANAGEMENT
CRD#: 323384 / SEC#: 801-134560
RIA
Registered Investment Advisory firm - (1/22/2026 Approved)California
Registered Investment Advisory firm - (1/27/2026 Termination Requested)Colorado
Registered Investment Advisory firm - (1/31/2026 Terminated)Michigan
Registered Investment Advisory firm - (2/3/2026 Terminated)Montana
Registered Investment Advisory firm - (1/27/2026 Termination Requested)Texas
Registered Investment Advisory firm - (1/27/2026 Terminated)Wyoming
Registered Investment Advisory firm - (1/27/2026 Termination Requested)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
627 Yellowstone Avenue, Cody, WY 82414
Mailing Address
Phone number
(307) 586-4279
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 354 |
| AUM (Assets Under Management) | $ 123,253,013 |
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
O'DONNELL WEALTH MANAGEMENT
CRD#: 323384Cody, WY 82414TRUST BUT VERIFY
Monitor Ryan Odonnell
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
