Stanley Oda has been President/CCO of Oda and Company since March 2000, is a control person of the firm and directly owns 75% or more of it. Stanley Oda holds a Bachelor of Science in Financial Planning and Counseling from Brigham Young University.
Oda and Company, Inc. is a Medina, OH firm with $126M under management, 197 clients and 1 adviser in one office, as of its July 2026 filing.
Stanley Oda is President and Founder of Oda and Company, based in Medina, Ohio. He has more than 30 years of experience as a financial planner. He is a member of the Medina Chamber of Commerce and the North East Ohio Financial Planning Association.
Stanley Oda’s longest registration is the current one, 23 years at Oda and Company since 2003. Before joining Oda and Company in 2003, Stanley Oda was registered through LPL Financial LLC.
- LPL Financial LLC– · 16 yearsMedina, OH · Adviser representative · Firm CRD 6413
Professional designations
Listed by Oda and Company
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Retirement Income Certified Professional® (RICP®)
Investment adviser representative registrations
Stanley Oda is registered as an investment adviser representative in 3 states. The first approvals date from January 2003; the most recent is Texas, in February 2017.
- FloridaSince 19 October 2016
- OhioSince 24 January 2003
- TexasSince 8 February 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 28 February 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 January 1988 |
| Series 7 | General Securities Representative Examination | 16 January 1988 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 1779618
- Firm
- Oda and Company · CRD 119952
- Role
- President/CCO
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 1988
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- odaandcompany.com
Where does Stanley Oda work?
Stanley Oda has been President/CCO of Oda and Company, Inc. since March 2000, and is a control person of the firm.
Is Stanley Oda a financial advisor?
Yes. Stanley Oda has a current investment-adviser registration in Florida, Ohio and Texas, through Oda and Company since January 2003.
How many years of experience does Stanley Oda have?
Stanley Oda has 38 years in the financial industry, since April 1988, across 2 adviser firms.
What exams has Stanley Oda passed?
Stanley Oda has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in January 1988. FINRA credited Stanley Oda with the SIE, which began in October 2018.
Is Stanley Oda registered with FINRA?
Yes. Stanley Oda has a current broker registration, under CRD 1779618.
Source: FINRA BrokerCheck
Is Stanley Oda a CFP?
Oda and Company lists Stanley Oda with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Stanley Oda’s record?
Search CRD 1779618 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Stanley Oda’s full registration record.