Tracy R. Odegaard CFP® ChFC

Tracy R. Odegaard CFP® ChFC

LPL Financial Advisor

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