A complete list of active advisors currently associated with Oda And Company, Inc.

Warmer can help you find a great advisor at Oda And Company, Inc. or one who fits your needs even better.

Oda and Company, Inc. is an Ohio-registered investment adviser owned by Stanley Oda that serves individuals, high-net-worth households, trusts, charities and business entities with financial planning, estate settlement assistance, and discretionary portfolio management. The firm reports managing roughly $125 million in client assets and delivers services through LPL Financial-sponsored programs and model portfolio offerings. Portfolios are constructed using Modern Portfolio Theory and a combination of fundamental and technical analysis with tactical asset allocation, and clients may select from five model allocations ranging from capital preservation to aggressive growth. Oda generally requires client accounts to be custodied at LPL, seeks discretionary trading authority for portfolio management, and offers algorithm-driven Guided Wealth Portfolios (FutureAdvisor) and Model Wealth Portfolios as program options. Compared with many peers, the firm serves a relatively large number of client accounts for a two-advisor practice—approaching 200—which corresponds with its use of LPL program platforms and electronic client portals to scale service. The firm’s representatives are registered with LPL and may also sell insurance products as licensed agents, and Oda sponsors wrap-fee program accounts—arrangements the brochure discloses as additional sources of compensation and conflicts of interest.

To learn more about the advisors currently working at Oda And Company, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.