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 six 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 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

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.