Mahesh Odhrani
Advisor at Cambridge Investment Research Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Cambridge Investment Research Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Glenwood Springs, CO 81601
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
22 years
Mahesh Odhrani is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Park Avenue Securities, GUARDIAN LIFE INSURANCE COMPANY of America, and Wealth Strategies Group. Outside of advising, he is involved in financial technology through ownership of FinStak Solutions, LLC, and serves on the Planned Giving Council and board of Vegas PBS. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory through a large network of independent professionals using various account platforms and investment strategies.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated
$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%
Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products
Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour
Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting
1002 Cooper Street
Glenwood Springs, CO 81601
Colorado · Nevada · Texas
Cambridge Investment Research Advisors
2020 - Present (6 years)
Park Avenue securities
2003 - 2020 (17 years)
GUARDIAN LIFE INSURANCE COMPANY of America
2003 - 2020 (17 years)
Wealth Strategies Group
2003 - 2019 (16 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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