Ameriprise Financial Services
28yrs
Top 21% by experience in Indiana
8yrs
David Dodd has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Mount Vernon, Indiana. David has been with The Other 90 Financial since 2022; before that, David spent two years at Inspire Advisors and a year at Edward Jones. David holds the CFP® designation.
One of 10 advisors with offices in Mount Vernon, and one of 10 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
OfficeMount Vernon, IN
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$819,191
States licensed ?1 state
Services through The Other 90 Financial
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowThe Other 90 Financial, LLCCurrent firm
- 2020 – 2022Inspire Advisors, LLCPreviously
- Jan 2019 – Jun 2020Edward JonesPreviously
Contact David
(812) 706-2929The Other 90 Financial main office Mount Vernon, INOffice · Get directions Firm websitewww.theother90.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask David
Tailored to David’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call The Other 90 Financial at (812) 706-2929 and ask for David Dodd. David works from the Mount Vernon, IN office.
How long has David been a financial advisor?
David has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
The Other 90 Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
21yrs
More experience than 63% of advisors nationwide
Ameriprise Financial Services
4yrs
4 years in the industry