ODER Investment Management LLC

ODER Investment Management LLC, a Delaware-based Limited Liability Company, operates with a team of 5 professionals including 5 advisors, while the number of clients served remains unknown. Its SEC status is reported as Approved with a registration date of Jun 16, 2017.

• CHRISTINE HELMSTETTER

  TRUSTEE OF THE HELMSTETTER FAMILY REVOCABLE TRUST, DATED JULY 10, 2008 owns more than 5% but less than 10%

• DANA ODER

  TRUSTEE OF THE JOSHUA AND DANA ODER FAMILY TRUST, DATED OCTOBER 2, 2013 owns 75% or more

• ERIK MORGAN HELMSTETTER

  PORTFOLIO MANAGER, TRUSTEE OF THE HELMSTETTER FAMILY REVOCABLE TRUST, DATED JULY 10, 2008 owns more than 5% but less than 10%

• JOSHUA KENNETH ODER

  PORTFOLIO MANAGER, CCO (SINCE 2017), TRUSTEE OF THE JOSHUA AND DANA ODER FAMILY TRUST, DATED OCTOBER 2, 2013 owns 75% or more

• SONIA ZORN

  TRUSTEE OF THE STEVEN AND SONIA ZORN FAMILY TRUST, DATED APRIL 5, 2017 owns more than 5% but less than 10%

• STEVEN SAMUEL ZORN

  PORTFOLIO MANAGER, TRUSTEE OF THE STEVEN AND SONIA ZORN FAMILY TRUST, DATED APRIL 5, 2017 owns more than 5% but less than 10%

• THE HELMSTETTER FAMILY REVOCABLE TRUST, DATED JULY 10, 2008

  MEMBER owns more than 5% but less than 10%

• THE JOSHUA AND DANA ODER FAMILY TRUST, DATED OCTOBER 2, 2013

  MANAGING MEMBER owns 75% or more

• THE STEVEN AND SONIA ZORN FAMILY TRUST, DATED APRIL 5, 2017

  MEMBER owns more than 5% but less than 10%

• Steel Peak Wealth Management LLC
• Legacy Wealth Partners Inc
• Tamar Securities LLC
• Private Wealth Solutions LLC
• Berkson Asset Management Inc
• Paragon Financial Partners Inc
• Stonnington Group LLC
• DASH Acquisitions Inc
• Lazari Capital Management Inc
• Hesen & Haslam LLC