Timothy Edward O'donnell

21 Years of Experience

1 DisclosureBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingReal Estate InvestingInsurance PlanningHigh Net WorthBusiness Owners

Sequoia Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

1,550 clients

Average Client Portfolio

$332K average

Assets Under Management

$514.3M

Fee Structure

Minimum Investment:$100K

Location

200 Applebee St, Suite 208, Barrington, IL, 60010

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History

Regulatory History (1)

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Criminal

February 1984

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Timothy operates ODE Financial Services as a DBA for his LPL business, dedicating all of his time to it. He also receives insurance trails and provides investment advisory services through Sequoia Wealth Management, working nearly full-time on this activity.

Employment History

Current Registrations

Sequoia Wealth Management, LLC

January 2015 - Present · 11 yrs 1 mo

LPL Financial LLCBroker

September 2013 - Present · 12 yrs 5 mos

Previous Registrations

LPL Financial LLC

September 2013 - October 2015 · 2 yrs 1 mo

Securian Financial Services, INC.Broker

June 2007 - September 2013 · 6 yrs 3 mos

Securian Financial Services, INC.

June 2007 - September 2013 · 6 yrs 3 mos

Signator Investors, INC.

January 2007 - June 2007 · 5 mos

Signator Investors, INC.Broker

May 2006 - June 2007 · 1 yr 1 mo

Fleet Securities, INC.Broker

September 1998 - September 1999 · 1 yr

Geldermann Securities, INC.Broker

July 1994 - April 1995 · 9 mos

State Registrations7 states

ARFLILINNCOHWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.