AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
BV

Beth Verdekal

O'DONNELL FINANCIAL SERVICES
SAN RAFAEL, CA 94901
CRD#: 8174526
Some features on this profile are disabled
BV
Beth VerdekalO'DONNELL FINANCIAL SERVICES

Professional summary

Beth Verdekal is a registered financial advisor currently at O'DONNELL FINANCIAL SERVICES, LLC located in San Rafael, California.

Beth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Beth has worked at 1 firm and has passed the Series 65, Series 66 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beth Verdekal's CRS (Customer Relationship Summary).
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®
None

Experience

Current

November 7, 2025 - Present

O'DONNELL FINANCIAL SERVICES, LLC

Office #1: 1101 Fifth Ave. Suite 150, San Rafael, CA 94901
RIA
CRD#: 172520
SAN RAFAEL, CA

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".
OF
O'DONNELL FINANCIAL SERVICES, LLC
INVESTMENTS ONLY PLEASE | O'DONNELL FINANCIAL SERVICES, LLC | O'DONNELL FINANCIAL SERVICES | O'DONNELL FINANCIAL GROUP, INC. | O'DONNELL FINANCIAL GROUP

CRD#: 172520 / SEC#: 801-110717

RIA
Registered Investment Advisory firm - (6/26/2017 Approved)
California
Registered Investment Advisory firm - (7/29/2017 Terminated)
Texas
Registered Investment Advisory firm - (6/29/2017 Terminated)

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.

Highlighted states indicate IAR registrations

IAR
California
(11/7/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/29/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/28/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/15/2025
Securities Industry Essentials Examination

Current Firm

OF
O'DONNELL FINANCIAL SERVICES, LLC
INVESTMENTS ONLY PLEASE | O'DONNELL FINANCIAL SERVICES, LLC | O'DONNELL FINANCIAL SERVICES | O'DONNELL FINANCIAL GROUP, INC. | O'DONNELL FINANCIAL GROUP

CRD#: 172520 / SEC#: 801-110717

RIA
Registered Investment Advisory firm - (6/26/2017 Approved)
California
Registered Investment Advisory firm - (7/29/2017 Terminated)
Texas
Registered Investment Advisory firm - (6/29/2017 Terminated)
Loading...

Contact information

Main Address
1101 Fifth Ave. Suite 150, San Rafael, CA 94901
Mailing Address
Phone number
(866) 496-2300
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV 2A APP 1 - O'DONNELL FINANCIAL SERVICES WRAP PROGRAM (3/25/2025)
FORM ADV 2A - FIRM BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts918
AUM (Assets Under Management)$ 343,062,235

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 FINANCIAL SERVICES, LLC

CRD#: 172520San Rafael, CA 94901

TRUST BUT VERIFY

Monitor Beth Verdekal

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Matt Montgomery
Matt MontgomeryAdvisorCheck Check Mark
MATT MONTGOMERY
IAR
RR
JACKSONVILLE, TX
JG
Joshua GerberAdvisorCheck Check Mark
PERELLA WEINBERG PARTNERS LP
PR
NEW YORK, NY
Brian Todd Niemann
Brian NiemannAdvisorCheck Check Mark
CETERA INVESTMENT ADVISERS LLC
IAR
RR
Rice Lake, WI
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.