Leonard
Odegaard
Osaic Wealth, Inc
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About this Advisor
Leonard Odegaard is a financial advisor based in Portland, Oregon, working with Osaic Wealth, Inc. Leonard has previously held positions at Massmutual Life Insurance Co, Mml Investors Services, LLC, Monroe Engineering, Young's Market NW, Northwest Fastener Sales Inc, Resource Financial Planning Inc, Royal Alliance Associates, Inc, and Osaic Wealth, Inc. Leonard has passed the Series 66 regulatory exam and is registered to provide services in Oregon. Currently, Leonard is part of Osaic Wealth, Inc, which operates out of Portland, Oregon. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Leonard Odegaard Work History
Osaic Wealth, Inc
Resource Financial Planning Inc
Royal Alliance Associates, Inc
Mml Investors Services, LLC
Massmutual Life Insurance Co
Monroe Engineering
Young'S Market Nw
Northwest Fastener Sales Inc
Disclosures
Please visit the SEC profile of Leonard Odegaard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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