AdvisorOS Directory
Claim Profile
HL

Harold Michael Lewellen

THE O'DELL GROUP, LLC·CINCINNATI, Ohio
Unclaimed Profile
8044 MONTGOMERY ROAD, CINCINNATI, OH 45236CRD# 4734364Firm CRD# 119850
01

About

Harold Michael Lewellen 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# 4734364
Firm CRD# 119850
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CINCINNATI?

Browse all registered financial advisors in CINCINNATI, Ohio or claim this profile if it's yours.

Browse CINCINNATI AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Harold Michael Lewellen offer?
Harold Michael Lewellen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are Harold Michael Lewellen's credentials?
Harold Michael Lewellen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Harold Michael Lewellen located?
Harold Michael Lewellen 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 Harold Michael Lewellen charge for services?
Harold Michael Lewellen'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at THE O'DELL GROUP, LLC

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

More Advisors in CINCINNATI, Ohio

Sara Jane Evans
CASSADY SCHILLER WEALTH MANAGEMENT, LLC·CINCINNATI, OH
Kenneth J. Bushman
AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")·CINCINNATI, OH
John Howard Kopeck
BBK CAPITAL PARTNERS, LLC·CINCINNATI, OH
Matthew Edward Lynch
LENOX WEALTH MANAGEMENT, INC.·CINCINNATI, OH
Shadia Georgette Bucciarelli
ATLAS WEALTH LLC·CINCINNATI, OH
Brian Anthony Kellett
KELLETT WEALTH ADVISORS, LLC·CINCINNATI, OH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)DAYTON (59)INDEPENDENCE (48)PEPPER PIKE (37)WESTLAKE (37)NEW ALBANY (33)
City Guides
CLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
Request removal of this profile