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Anne Septic

THE O'DELL GROUP, LLC·CINCINNATI, Ohio
Unclaimed Profile
8044 MONTGOMERY ROAD, CINCINNATI, OH 45236CRD# 6947197Firm CRD# 119850
01

About

Anne Septic is a registered financial advisor based in CINCINNATI, Ohio, affiliated with THE O'DELL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE O'DELL GROUP, LLC
OJM GROUP, LLC
AUM
$722M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at THE O'DELL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6947197
Firm CRD# 119850
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Anne Septic offer?
Anne Septic specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are Anne Septic's credentials?
Anne Septic is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anne Septic located?
Anne Septic is based in CINCINNATI, Ohio, working with THE O'DELL GROUP, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Anne Septic charge for services?
Anne Septic'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 THE O'DELL GROUP, LLC?
THE O'DELL GROUP, LLC has approximately 14 employees and manages $722M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE O'DELL GROUP, LLC

Andrew Michael Taylor
CINCINNATI, OH
Christopher Raymond Jarvis
CINCINNATI, OH
David Bruce Mandell
CINCINNATI, OH
Harold Michael Lewellen
CINCINNATI, OH
Jason Mahoney Odell
CINCINNATI, OH
Robert G Peelman
CINCINNATI, OH

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