CO
CO
Cory Odland
7 Years of Experience
Maple Grove, MN
1 DisclosureBrokerSells Insurance
Cory Odland is a registered investment advisor at Cetera Investment Advisers LLC, based in Maple Grove, MN, with 7 years of industry experience. Cory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...
Location
101 Broadway Street West Suite 103, Maple Grove, MN, 55369
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
August 2021Other Business ActivitiesSells Insurance
Cory is a registered representative selling life insurance, fixed annuities, and long-term care, dedicating a few hours per week. He also works full-time as a financial advisor for Prowealth Financial.
Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLC
December 2021 - June 2023 · 1 yr 6 mos
Edward Jones
August 2018 - August 2021 · 3 yrs
Edward JonesBroker
July 2018 - August 2021 · 3 yrs 1 mo
State Registrations1 state
MN
AdvisorBrokerBoth
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
No exam information available for this advisor.