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John Odell
John Odell Capital Research + Consulting LLC
Member Since: Jul 29th 2021
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John Odell, CFP® is a Founder and Principal of Capital Research + Consulting LLC, a 3(38) Retirement Plan Advisor to governmental, non-profit and corporate retirement plans.  With over $5 billion in plan assets under advisement, the firm has over 27 years of experience keeping plan sponsors compliant and helping participants prepare for the future.

John is a CERTIFIED FINANCIAL PLANNER™ professional.  He also maintains various FINRA securities licenses including Series 7, 24, 27, 63 and 65 through Capital Research Brokerage Services, LLC, (“CRBS”) of which he is a principal. CRBS is a licensed broker/dealer with The Financial Industry Regulatory Authority.  John is also a principal of Arroyo Investment Group. Arroyo Investment Group is a GIPS® compliant, fee-only investment management firm.

John holds a Bachelor of Business Administration degree from the University of Notre Dame.

He has been in the investment business since 1988.

  

John Odell
Founder and Principal Capital Research + Consulting, LLC
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Aug 4th 2021

Prepare Clients for a Litigious 401(k) Environment

Accountants are well-positioned to offer advice on 401(k)s and other retirement plan options for small business clients…especially before...
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