William Harry Odonnell

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2011 → Present
  Heartland Financial Solutions, Llc
  Bellevue, NE
• 06/2013 → 12/2016
  Securities America Inc
  Bellevue, NE
• 06/2013 → 12/2016
  Securities America Advisors
  Bellevue, NE
• 03/2004 → 07/2025
  Bellevue Kiwanis Club
  Bellevue, NE
• 03/2008 → 02/2024
  Veterans Of Foreign Wars
  Bellevue, NE
• 10/2006 → Present
  Finra
  Chicago, IL
• 02/2024 → 07/2025
  Veterans Of Foreign Wars
  Bellevue, NE
• 07/2025 → Present
  Lpl Financial Llc
  Bellevue, NE

Previous Registrations

• 2017-01-09 → 2025-07-10
  Next Financial Group, Inc.
  Bellevue, NE
  Salina, KS
  Bellevue, NE
• 2013-06-28 → 2016-12-31
  Securities America Advisors, Inc.
  Bellevue, NE
  Bellevue, NE
• 2010-06-18 → 2013-06-28
  Voya Financial Advisors, Inc.
  Nevada, IA
  Bellevue, NE
• 1998-04-13 → 2010-06-14
  Ameriprise Financial Services, Llc
  Papillion, NE
  Bellevue, NE

Other Businesses

1) 2026-04-30 - O'Donnell Online Ventures - Business Owner - N - 4 - 0 - Bellevue NE - 2026-04-29 - OOV is an online merchandise store (eBay & Amazon). We pay another company to run this for us totally. All we do is monitor the performance weekly. We make money by capitalizing on price disparities of items sold. 2) 2025-08-22 - Heartland Publications - Other - Author - N - 20 - 0 - at reported business location(s) - 2025-08-19 - Write/publish books, both ebooks and traditional books. Title published/written ¿ I have one book nearing completion. It¿s on managing a family¿s finances/budget consistent with faith principles. I may include a chapter on selecting a financial advisor/insurance agent and general investing principles, but no specific advocacy for types of investments/categories. I may also reserve that material for a sequel book. 3) 2025-08-22 - Heartland Financial Solutions, LLC - Non-Variable Insurance - Y - 10 - 5 - at reported business location(s) - 2025-08-18 - Write LPL approved annuities (fixed, fixed index) through field marketing organizations that may not have agreements with LPL Financial. I have prior relationships with FMOs that I want to continue working with or may develop new relationships. I only write contracts from companies with a minimum A- rating. 4) 2025-06-15 - FINRA - FINRA Arbitrator - Y - 1 - 1 - Washington DC - 2025-06-09 - serve on administrative panel deciding complaint cases 5) 2025-06-15 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Heartland Financial Solutions, LLC - DBA for LPL Business (entity for LPL business) - Y - 300 - 220 - at reported business location(s) - 2025-06-09 - Financial advisory services: investments, insurance, financial planning, retirement plans

Exams

• S66 Uniform Combined State Law Examination
  2010-04-13
• S63 Uniform Securities Agent State Law Examination
  1998-01-19

Other Names

• Bill Odonnell
• William Harry Odonnell
• William Harry O'DOnnell
• Bill Harry O'DOnnell