Advisors & Assistants

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community. 

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Tracy R. Odegaard CFP® ChFC

LPL Financial Advisor

Tracy@Odegaardfinancial.com

Starting with an internship at the largest financial planning company in the United States, to the creation of the Odegaard Financial firm in 2006, Tracy has created a financial resume that brings tremendous value to the financial advisory relationship he offers his clients and prospective clients. Partnering with a Certified Financial Planner, CFP®, and Chartered Financial Consultant, ChFC, like Tracy, throughout the financial planning process, can provide the understanding and a certain level of confidence that investors may not experience when handling their financial planning on their own. Tracy has spent the majority of his career guiding people through this financial planning process using a relationship-oriented, consultative approach, in an effort to focus on their financial goals and objectives. Mr. Odegaard's designations, credentials, experience, and accolades may provide invaluable relationships for the advisor-receptive clients that have chosen to work with him over the years. Tracy has been married to his high school sweetheart, Darilyn, for over 30 years. He has three children and has been blessed with three grandchildren. He enjoys family time at the lake, working out, long walks with his wife, and watching sporting events, in particular, basketball. 

Education

University of Sioux Falls - Sioux Falls, SD
Bachelor of Science, Business Administration, 1988

Designations

  • Certified Financial Planner®1995
  • Chartered Financial Consultant (ChFC) 2005

Business Experience

  • 2005 - present, Business Experience
  • 2001 - 2005, Vice President & Senior Vice President of North Central Region CNL Securities Inc.
  • 1990 - 2001, Financial Advisor with American Express Financial Advisors
  • 1988 - 1989 Representative, The Equitable of New York

Licenses

  • Series 6, 7, 24, & 63 currently held with LPL Financial
  • Life & Health Insurance

Tanner J. Odegaard CFP®

LPL Financial Advisor

Tanner@Odegaardfinancial.com

Tanner strives to make the client's investing experience at Odegaard Financial comforting and profitable. His main focus within the firm is to assist clients in pursuing their investment objectives by doing what they either can't or won't do. From researching fund managers, choosing specific stocks & bonds, or screening mutual funds for client portfolios, Tanner's efforts behind the scenes are all in an attempt to make the clients at Odegaard Financial, more profitable. Beyond the technical side, Tanner is another friendly Advisor at the firm that focuses on creating the best client experience possible. Licensed in the industry, Tanner makes trades within the firm and is available to answer all questions. Tanner is a 2016 graduate of Augustana University. After an accomplished high school basketball career at Brookings High School, Tanner went on to play at Augustana University and was a part of the 2016 Division II National Championship team. He enjoys spending his spare time with his wife, Lauren, and his daughters. He also enjoys golfing, spending time at the lake, and playing basketball. 

Education

Augustana University - Sioux Falls, SD
Bachelor of Science, Business Administration & Marketing, 2016

Designations

  • Certified Financial Planner® 2021

Business Experience

  • 2017- present, Independent Financial Advisor

Licenses

  • Series 7 and 66 held with LPL Financial
  • Life Insurance

Micah D. Larson

LPL Financial Advisor

Micah@Odegaardfinancial.com

Micah is a financial professional who represents Odegaard Financial in Orlando, FL. He helps clients by providing guidance on financial matters, leveraging his expertise to ensure their financial stability and success. Micah's approach to financial planning is grounded in honesty, transparency, and a genuine concern for his client's well-being. He understands each client's unique circumstances, goals, and aspirations and formulates customized strategies to help them achieve their objectives. Micah is committed to educating and empowering his clients to make informed decisions for their present and future.

Before joining Odegaard Financial, Micah served as the lacrosse team captain at Auburn University. Following his graduation, he embarked on a career in Medical Device sales, only to discover his true passion for Financial Planning.

Outside of his professional endeavors, Micah treasures moments spent with his wife, Peyton (his high school sweetheart), and their two daughters.

Education

Auburn University - Auburn, AL
Bachelor of Arts, Media Studies, 2017

Business Experience

  • 2024-Present, LPL Financial Advisor 
  • 2021-2023, LPL Registered Sales Assistant
  • 2019-2021, Reel Surgical Territory Manager
  • 2017-2019, Reel Surgical Sales Representative

Licenses

  • Series 7 and 66 both held with LPL Financial
  • Life Insurance

Stacy Zupan

Administrative Assistant

Stacy@Odegaardfinancial.com

Stacy is our Administrative Assistant at Odegaard Financial. She's also the first smiling face you'll see when you walk into our Brookings office. After several years of working in the healthcare administration field, she made the decision to leave Florida and move to South Dakota to be closer to her family. She has experience in management, compliance, and program development. Stacy loves meeting and getting to know the clients. As an administrative assistant, she works closely with the advisors and the clients to ensure that anyone who calls or comes into the office has a fantastic customer experience.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.