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John Peter Dodenhoff

O'DOnnell Wealth Management

Cody, WY

Cody, WY

CRD 4576361

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Employer firm

O'dOnnell Wealth Management CRD 323384

$123M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • ESTATE PLANNING

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

Current Employers
O'DOnnell Wealth Management

627 Yellowstone Avenue, Cody, WY 82414 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-10-18
WY RA APPROVED 2022-10-17
  • TX RA
    APPROVED_RES
    Since 2022-10-18
  • WY RA
    APPROVED
    Since 2022-10-17

Branch Locations

627 Yellowstone Avenue, Cody, WY 82414 • United States

627 Yellowstone Avenue, Cody, WY 82414 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Buffalo Bill Center Of The West Cody WY 11/2015 08/2017
Unemployed Cody WY 09/2017 09/2018
Cody Coffee Roaster, Llc Cody WY 10/2018 02/2020
Saxony Securities, Inc. St. Louis MO 01/2020 10/2022
Lpl Financial Llc Cody WY 10/2022 Present
O'DOnnell Wealth Management Cody WY 01/2020 Present
  • 11/2015 → 08/2017
    Buffalo Bill Center Of The West
    Cody, WY
  • 09/2017 → 09/2018
    Unemployed
    Cody, WY
  • 10/2018 → 02/2020
    Cody Coffee Roaster, Llc
    Cody, WY
  • 01/2020 → 10/2022
    Saxony Securities, Inc.
    St. Louis, MO
  • 10/2022 → Present
    Lpl Financial Llc
    Cody, WY
  • 01/2020 → Present
    Cody, WY
Previous Registrations
Other Businesses

1) 09/28/2022 - O'Donnell Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 11/02/2022 - O'Donnell Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date -10/2022 3) 11/02/2022 - O'Donnell Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 10/2022 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through O'Donnell Wealth Management, an independent investment advisor firm. I started this business activity in 10/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-02
  • S66 Uniform Combined State Law Examination
    2020-06-02

View on SEC IAPD

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