Unclaimed Profile

Robert Kennedy O'dell

WHEATON WEALTH PARTNERS, LLC·WHEATON, Illinois

Series 6, Series 7, Series 63, Series 65Clean record21 years registeredWHEATON WEALTH PARTNERS, LLC

316 W. ROOSEVELT RD., WHEATON, IL 60187CRD# 1726217Firm CRD# 153638

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Kennedy O'dell · WHEATON, IL

Registration

CRD #1726217 · WHEATON WEALTH PARTNERS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WHEATON WEALTH PARTNERS, LLC

COYLE FINANCIAL COUNSEL, LLC

Mar 2016 – Dec 2017

GLENVIEW, IL

WHEATON WEALTH PARTNERS, LLC

May 2010 – Feb 2016

WHEATON, IL

LVM CAPITAL MANAGEMENT LTD

Feb 2005 – Feb 2012

WHEATON, IL

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 3, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WHEATON WEALTH PARTNERS, LLC

CRD 153638 · SEC 801-73106

AUM

$78M

Regulatory assets under management

Employees

371 client accounts

Services offered by WHEATON WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WHEATON WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Kennedy O'dell offer?

Robert Kennedy O'dell specializes in Financial Planning, Investment Management, Wealth Management.

What are Robert Kennedy O'dell's credentials?

Robert Kennedy O'dell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Kennedy O'dell located?

Robert Kennedy O'dell is based in WHEATON, Illinois, last registered with WHEATON WEALTH PARTNERS, LLC.

How does Robert Kennedy O'dell charge for services?

Robert Kennedy O'dell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WHEATON WEALTH PARTNERS, LLC?

WHEATON WEALTH PARTNERS, LLC has approximately 4 employees and manages $78M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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