Best Investors Account Sign in
Claim This Profile
Current Employers
O'DOnnell Portfolio Management, Inc.

Indianapolis, IN • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2006-01-18
  • IN RA
    APPROVED
    Since 2006-01-18

Branch Locations

Indianapolis, IN • 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
Wealth Planning & Management, Llc Indianapolis IN 11/2000 Present
O'DOnnell Portfolio Management, Inc. Zionsville IN 10/1999 Present
Previous Registrations

View on SEC IAPD

More in Indianapolis, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor