Tracy Odegaard
Tracy Odegaard is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Brookings, SD, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
419 8th St South, Brookings, SD, 57006
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Regulatory History (1)
Regulatory
February 2014Other Business ActivitiesSells Insurance
Tracy operates Odegaard Financial as a DBA for LPL business and sells non-variable insurance products. She also has several other business activities including being a notary, business owner of 8 Second Media LLC, real estate rental through Brookings Professional Associates LLC and Tracy & Darilyn Odegaard, and a non-profit board member for King & Winge Inc.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Cnl Securities CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.