Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-200035
Active Dates
May 26, 2018 – May 26, 2027
About William H. (Bill) O'Donnell
William H. (Bill) O’Donnell owns Heartland Financial Solutions, LLC and serves as its principal Wealth Manager serving clients in the areas of financial planning, investments, insurance, business benefit plans and business retirement plans. Bill entered the profession in 1998 and formed Heartland Financial Solutions, LLC in 2010. Bill also served as a Smartvestor Pro advisor by Ramsey Solutions. He has served as an arbitrator for the Financial Industry Regulatory Authority (FINRA) since 2002. He is also a Certified Financial Plan Fiduciary.
Bill has lived in Bellevue since 1983, concurrent with his assignment to Strategic Air Command headquarters. Bill retired from the US Air Force in 1993 as a lieutenant colonel, having served as a squadron commander, general’s aide, executive officer in various operational and support units in Thailand, England, Maine, Texas, and Michigan. Bill continued his service in Veterans of Foreign Wars Post 10785 in Bellevue, serving for several years as post commander. He’s active in Kiwanis International, having served as club president, division lieutenant governor, and Trustee of the District Foundation. He and his wife are active members of their church & the praise band (Bill - guitar, Barb - keyboard).
Areas of Specialization
Retirement Planning
Tax Planning
Estate Planning
Home Purchase or Refinance
College Planning
Federal Benefits
NIL College Athlete Income Planning
Investing
Budgeting
Insurance
Social Security
Financial Planning
Debt Elimination
General Financial Guidance
Disclosure:
Securities and Advisory services offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC. Currently licensed in NE, IA, SD, HI, OH and am willing to get licensed in any other state.
