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Will Odland

2 Years of Experience
Alexandria, MN
Sells Insurance

Will Odland is a registered investment advisor at Inspire Advisors, LLC, based in Alexandria, MN, with 2 years of industry experience. Will operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,809 clients with $1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
65 advisors
Number of Clients
3,809 clients
Average Client Portfolio
$271K average
Assets Under Management
$1.0B

Fee Structure

Inspire Advisors uses different fee schedules for investment management, and your advisor representative will help you choose the one that best fits your needs. The fees are based on a percentage of your portfolio's value. Some investments may have additional expenses, like mutual fund expense ratios, which are separate from Inspire's fees. Fees are billed monthly based on the average daily balance. The fees are negotiable, but the maximum advisory fee is 2.50% annually.

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Location

Alexandria, MN

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Will is an independent licensed insurance agent selling annuities, life insurance, disability insurance, and long-term care insurance. This activity is investment-related.

Employment History
Current Registrations
Inspire Advisors, LLC
September 2024 - Present · 1 yr 7 mos
Previous Registrations
Vermillion Wealth Management INC.
February 2024 - September 2024 · 7 mos
State Registrations1 state
MN
Advisor

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.