Michael Nakano has been an investment adviser representative at O'Donnell Financial Services since October 2018, and is not listed among the firm’s executive officers or direct owners.
O'Donnell Financial Services, LLC is a San Rafael, CA firm with $427M under management, 995 clients and 4 advisers across 3 offices, as of its March 2026 filing.
Michael Nakano’s longest registration is the current one, 8 years at Independent Financial Group, LLC since 2018. Before joining O'Donnell Financial Services in 2018, Michael Nakano was registered through United Planners' Financial Services of America A Limited Partner and National Planning Corporation ("NPC of America" in FL & NY).
- – present · 7 yearsSan Rafael, CA · Adviser representative · Firm CRD 172520
- Independent Financial Group, LLCAlso current– present · 8 yearsAdviser representative · Firm CRD 7717
- United Planners' Financial Services of America A Limited Partner– · 1 yearWalnut Creek, CA · Adviser representative · Firm CRD 20804
- National Planning Corporation ("NPC of America" in FL & NY)– · 4 yearsWalnut Creek, CA · Adviser representative · Firm CRD 29604
- LPL Financial LLC– · 5 yearsPleasant Hill, CA · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Michael Nakano is registered as an investment adviser representative in California, since October 2018.
- CaliforniaSince 8 October 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 18 September 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 June 1994 |
| Series 7 | General Securities Representative Examination | 29 April 1993 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 29 November 1984 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael Dean Nakano
- CRD
- 1322510
- Firm
- O'Donnell Financial Services · CRD 172520
- Office
- 1101 FIFTH AVE., SUITE 150, San Rafael, CA 94901
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 1984
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Michael Nakano work?
Michael Nakano is an investment adviser representative registered through O'Donnell Financial Services, LLC since October 2018, and is not listed among the firm’s executive officers or direct owners.
Is Michael Nakano a financial advisor?
Yes. Michael Nakano has a current investment-adviser registration in California, through O'Donnell Financial Services since October 2018.
How many years of experience does Michael Nakano have?
Michael Nakano has 41 years in the financial industry, since December 1984, across 5 adviser firms.
What exams has Michael Nakano passed?
Michael Nakano has passed 4 licensing exams: the Series 6, Series 7, Series 63 and Series 24. The earliest, the Series 6, was passed in November 1984. FINRA credited Michael Nakano with the SIE, which began in October 2018.
Where did Michael Nakano work before O'Donnell Financial Services?
Before O'Donnell Financial Services, Michael Nakano was registered through United Planners' Financial Services of America A Limited Partner, June 2017 to October 2018; National Planning Corporation ("NPC of America" in FL & NY), December 2012 to June 2017; LPL Financial LLC, July 2007 to December 2012.
Where is Michael Nakano based?
Michael Nakano’s registered office is in San Rafael, CA.
Is Michael Nakano registered with FINRA?
Yes. Michael Nakano has a current broker registration, under CRD 1322510.
Source: FINRA BrokerCheck
How can I verify Michael Nakano’s record?
Search CRD 1322510 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michael Nakano’s full registration record.
