Tanner Odegaard is a CFP-designated registered investment advisor at LPL Financial LLC, based in Brookings, SD, with 9 years of industry experience. Tanner 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 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
419 8th St South, Brookings, SD, 57006
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Tanner operates Odegaard Financial as a DBA for his LPL business. He is also a business owner of 8 Second Media, LLC, which is not investment-related.
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
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.
Exams
More Advisors
- Tracy Odegaard, CFP, ChFCLPL Financial LLC
- Cameron Jones, CFPLPL Financial LLC
- Jennifer Everson, CFPEdward Jones
- Robyn Jensen, CFPAmeriprise Financial Services, LLC
- Brian Berkenhoff, CFABirch Investment Management, L.L.C.
- Bradley Ness, CFPAmeriprise Financial Services, LLC