The O'Dell Group LLC

Based in Ohio, The O'Dell Group LLC is a Limited Liability Company with a staff of 15 employees, 9 of whom are advisory personnel. With a track record of excellence, the firm serves a modest clientele of 16. The O'Dell Group LLC has been approved by the U.S Securities and Exchange Commission since October 24, 2007.

• ANNE MEYERS SEPTIC

  CHIEF COMPLIANCE OFFICER owns less than 5%

• CAROLE COONEY FOOS

  CHIEF FINANCIAL OFFICER owns less than 5%

• HAROLD MICHAEL LEWELLEN

  MEMBER owns more than 5% but less than 10%

• JASON MAHONEY ODELL

  CHIEF EXECUTIVE OFFICER owns less than 5%

• OJM GROUP, LLC

  MEMBER owns 75% or more

• DAVID BRUCE MANDELL

  MEMBER owns more than 50% but less than 75%

• JASON MAHONEY ODELL

  MEMBER owns more than 50% but less than 75%

• Wealth Planning Corp
• Hengehold Capital Management LLC
• Lenox Wealth Management Inc
• Kindred Spirits Investment Management LLC
• Livingston & Jefferson Inc
• Kleinfelder Capital Inc
• Clear Perspectives Financial Planning LLC
• ROSS Sinclaire & Associates LLC
• Orchard Holdings Group LLC
• Constellation Wealth Advisors LLC

• The Changing Landscape of O'Dell Group, LLC's Q3 2022 vs. Q4 2022 13F Holdings

• SPDR S&P DIVIDEND $20,059k
• VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $19,268k
• SPDR S&P 500 ETF TR TR UNIT $19,095k
• FIRST TR EXCHANGE TRADED FD $10,859k
• FIRST TR EXCHANGE TRADED FD $10,675k
• FIRST TR NASDAQ100 TECH INDE $10,606k
• VANGUARD INTL EQUITY INDEX F $9,530k
• FIRST TR EXCHANGE TRADED FD $8,862k
• FIRST TR EXCHANGE TRADED FD $8,456k
• ISHARES TR CORE S&P SCP ETF $6,093k