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Benjamin David O'dell

Advisor at Cetera — Shorewood, IL

Updated today

Credentials

Series 66

Experience

3 years

Location

Shorewood, IL 60404

Cetera logo

Cetera

Institution

Total advisors

10,209

Across 5,116 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Benjamin O'dell is a Series 66-registered financial advisor with Cetera, bringing three years of industry experience. He has worked with multiple Cetera entities since 2019 and is also involved with Delco Financial Group and related firms since 2012. Outside of advising, he engages in tax preparation and provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Shorewood, IL

621 Rollingwood Dr

Shorewood IL 60404

Advisors at this office

5

Most active in

Illinois

Work history

3 years of industry experience

Cetera

2023 - Present • 3 years

Schaumburg, IL

Cetera Wealth Services, LLC

2022 - Present • 4 years

El Segundo, CA

Cetera Advisor Networks

2019 - 2022 • 3 years

El Segundo, CA

Delco Financial Services, Inc.

2012 - Present • 14 years

Shorewood, IL

Delco Tax Advisory

2012 - Present • 14 years

Shorewood, IL

Delco Financial Group, Inc.

2012 - Present • 14 years

Shorewood, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Douglas R

Series 63

New Lenox, IL

Lenox Capital Management, Inc.

Douglas Ruth is the president and owner of Lenox Capital Management, Inc., an independent registered investment adviser based in New Lenox, Illinois. He holds a Series 63 designation and has 40 years of industry experience. Ruth has led Lenox Capital Management since 1997 and has been involved with Lenox Financial Services, Inc. since 1994. He also serves as a board member of TB Clinic and operates an insurance agency offering life, health, and dental products. Lenox Capital Management provides portfolio management and financial planning services primarily to individual clients, as well as businesses and institutions. The firm employs both fundamental and technical analysis, supporting active and passive investment strategies, with ongoing account reviews conducted by Ruth as the sole adviser.

Active portfolio management General tax planning
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Anthony K

Series 65

Homer Glen, IL

Paisley Financial LLC

Anthony Krcmar is the managing member of Paisley Financial LLC with 16 years of industry experience. He holds a Series 65 designation and has held roles at Grassland Capital, LLC and Bluestem Capital Partners, LLC. Outside of his advisory work, he is involved with Kwiktrading, where he dedicates time as an associated person. Paisley Financial serves individual clients, including high-net-worth households, as well as pension and institutional clients, providing financial consulting, retirement and estate planning, and portfolio management. The firm employs an individualized asset-allocation approach using a broad range of securities and strategies, with regular portfolio reviews and third-party custodianship.

General retirement planning College savings (529s, UTMA, etc.) Business succession planning Founder/Business Owner Retired
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David F

Series 63, Series 65

Minooka, IL

Finnestad Financial

David Finnestad is the sole advisor at Finnestad Financial in Minooka, IL, holding Series 63 and Series 65 licenses with 28 years of experience in the financial industry. He has been self-employed in the livestock and agriculture sector since 1994 alongside his financial advisory work that began in 1987. Finnestad Financial provides fee-only investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers discretionary portfolio management using a variety of analytical methods and implements client-directed strategies with ongoing monitoring tailored to each client's objectives and risk tolerance.

Options & derivatives strategies Active portfolio management
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Mohit A

Series 65

Plainfield, IL

Century Trace Investment Advisors LLC

Mohit Aggarwal is a financial advisor at Century Trace Investment Advisors LLC with four years of industry experience. He holds a Series 65 designation and has prior work experience with NTT Data and Infosys BPO Ltd. Century Trace Investment Advisors LLC provides personalized investment advisory and portfolio management services primarily to individuals and small businesses. The firm employs a long-term, buy-and-hold investment approach with diversified portfolios and offers both custom and model strategies, delivering services on a non-discretionary basis with client trade approval.

College savings (529s, UTMA, etc.) Self-Employed
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Michael L

Series 63, Series 65

Bolingbrook, IL

MLN Investments LLC

Michael Lavelle is the sole advisor at MLN Investments LLC in Bolingbrook, IL, holding Series 63 and Series 65 designations with 25 years of industry experience. He has managed MLN Investments since 2012 and has also been involved with MoneyBlock since 2014. MLN Investments LLC provides discretionary investment supervisory services to individuals, including high-net-worth clients, as well as institutional clients such as banks, pension plans, trusts, and corporations. The firm employs a multi-faceted investment approach incorporating charting, fundamental, technical, and cyclical analysis, and utilizes strategies involving mutual funds, equities, bonds, ETFs, REITs, options, and futures.

Options & derivatives strategies Active portfolio management
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David L

ChFC®, Series 63

Willow Springs, IL

Comprehensive Planning, Inc.

David Lucado is a financial advisor at Comprehensive Planning, Inc. with 51 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Comprehensive Planning since 2015, having been self-employed since 1973. Comprehensive Planning, Inc. advises individuals and small businesses on mutual funds, variable annuities, variable life products, and a range of individual insurance products. The firm operates as both a licensed insurance agency and a branch of a broker-dealer, providing recommendations based on client information without exercising investment discretion or charging advisory fees.

Annuities Life insurance needs analysis Long-term care insurance Disability insurance
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