Loren Odegaard is a registered investment advisor at Edward Jones, based in Perrysburg, OH, with 24 years of industry experience. Loren is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
900 W South Boundary, Building 10, Perrysburg, OH, 43551
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Regulatory History (1)
Customer Dispute
September 2009Other Business Activities
Loren is a member of the Ohio Air National Guard. This activity does not occur during trading hours.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Quest Capital Strategies, INC.Broker
State Registrations46 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.
Exams
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