Dani O'Donnell has been an investment adviser representative at Barnes Wealth Management Group since January 2014, and is not listed among the firm’s executive officers or direct owners.
Barnes Wealth Management Group, Inc. is a Bakersfield, CA firm with $477M under management, 897 clients and 7 advisers in one office, as of its March 2026 filing.
Dani O'Donnell is Financial Planner of Barnes Wealth Management Group and has been an associate with the firm since 1997. O'Donnell brings more than 20 years of investment advisory services, risk management services and financial planning experience, and has worked with executives, business owners and individuals on asset management. She helps clients develop asset allocation strategies and manages implementation and monitoring. She has also spoken at educational seminars on retirement planning and asset management.
Dani O'Donnell’s longest registration is the current one, 12 years at Barnes Wealth Management Group since 2014. Before joining Barnes Wealth Management Group in 2014, Dani O'Donnell was registered through LPL Financial LLC.
- – present · 12 yearsBakersfield, CA · Adviser representative · Firm CRD 132189
- LPL Financial LLC– · 7 yearsBakersfield, CA · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Dani O'Donnell is registered as an investment adviser representative in California, since January 2014.
- CaliforniaSince 22 January 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 3 December 2007 |
| Series 7 | General Securities Representative Examination | 29 October 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 October 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 September 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Dani Michelle O'Donnell
- CRD
- 4163354
- Firm
- Barnes Wealth Management Group · CRD 132189
- Office
- 5060 CALIFORNIA AVE., SUITE 600, Bakersfield, CA 93309
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Dani O'Donnell work?
Dani O'Donnell is an investment adviser representative registered through Barnes Wealth Management Group, Inc. since January 2014, and is not listed among the firm’s executive officers or direct owners.
Is Dani O'Donnell a financial advisor?
Yes. Dani O'Donnell has a current investment-adviser registration in California, through Barnes Wealth Management Group since January 2014.
How many years of experience does Dani O'Donnell have?
Dani O'Donnell has 26 years in the financial industry, since October 2000, across 2 adviser firms.
What exams has Dani O'Donnell passed?
Dani O'Donnell has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in September 2000. FINRA credited Dani O'Donnell with the SIE, which began in October 2018.
Where is Dani O'Donnell based?
Dani O'Donnell’s registered office is in Bakersfield, CA.
Is Dani O'Donnell registered with FINRA?
Yes. Dani O'Donnell has a current broker registration, under CRD 4163354.
Source: FINRA BrokerCheck
How can I verify Dani O'Donnell’s record?
Search CRD 4163354 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Dani O'Donnell’s full registration record.
- Steven BarnesPresident and Chief Compliance Officer
- Lori BarnesTrustee to the Barnes Living Trust Dated 09/20/1995