Ciso · O'donnell Wealth Management
Ryan M ODonnell
CRD 7486624 · Named on Form ADV at one SEC-registered adviser
At a glance
O'donnell Wealth Management, an SEC-registered wealth manager based in Cody, WY with $123 million in regulatory assets, lists Ryan M ODonnell on its Form ADV as Ciso, a control person.
Firms and roles
- O'donnell Wealth ManagementCisoWealth manager · Cody, WY · $123M in regulatory assets
AtlasMembers
Ryan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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Colleagues named on the same filings
- Sue Jean O'DonnellManaging Partner, O'donnell Wealth Management
- Stephen P. O'DonnellPresident, CEO, CIO, O'donnell Wealth Management
- Stephen P O'DonnellCCO, O'donnell Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ryan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.