Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Odegaard is a financial professional with over 30 years of experience in the industry. Tracy is a Certified Financial Planner™ and a Chartered Financial Consultant. Tracy is currently registered with LPL Financial LLC and has held previous registrations with Securities America, Inc., Summit Brokerage Services, Inc., VSR Financial Services, Inc., CNL Securities Corp., American Express Financial Advisors Inc., IDS Life Insurance Company, EquiCo Securities, Inc. and The Equitable Life Assurance Society of the United States. Tracy has a strong track record of providing financial advice to individuals, families, and businesses. Tracy's primary focus is to help clients achieve their financial goals, including retirement planning, investment management, and estate planning. Tracy works with clients in a variety of states, including Arizona, California, Colorado, Florida, Georgia, Idaho, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Minnesota, Missouri, Montana, Nebraska, New Mexico, New York, North Dakota, Ohio, Oklahoma, Oregon, South Carolina, South Dakota, Texas, Virginia, Washington, Wisconsin, and Wyoming.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SD
12/06/2022 - Present
LPL Financial LLC (BROOKINGS SD)
SD
02/10/2017 - 11/28/2022
SECURITIES AMERICA, INC. (BROOKINGS SD)
SD
09/01/2016 - 02/15/2017
SUMMIT BROKERAGE SERVICES, INC. (BROOKINGS SD)
SD
09/12/2005 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (BROOKINGS SD)
FL
09/07/2001 - 09/14/2005
CNL SECURITIES CORP. (ORLANDO FL)
MN
06/28/1990 - 09/12/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/28/1990 - 09/12/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
10/12/1988 - 06/21/1989
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
10/12/1988 - 06/21/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 07/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1991
Series 7 - General Securities Representative Examination
BC
Issued 10/10/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Tracy Odegaard is the right advisor for you? Invested Better is here to help.
