Kimberly Kaselionis is not listed as a control person, but directly owns under 5% of O'Donnell Financial Services.
O'Donnell Financial Services is an investment adviser based in San Rafael, CA, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $427 million, as filed on 26 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 1348896
- Firm
- O'Donnell Financial Services · CRD 172520
- Role
- Chief Compliance Officer
- In role since
- July 2022 · 4 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- San Rafael, CA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Kimberly Kaselionis work?
Kimberly Kaselionis has been Chief Compliance Officer of O'Donnell Financial Services, LLC since July 2022.
How can I verify Kimberly Kaselionis’ record?
Kimberly Kaselionis’ role is listed on O'Donnell Financial Services, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 172520.
