Tracy Odegaard, financial advisor Brookings SD
76 score

Tracy Odegaard

CRD Number: 1874089
Current Firm: Vsr Advisory Services

Tracy Odegaard (CRD# 1874089) is an Investment Advisor Representative working at Vsr Advisory Services in Brookings, SD and has over 26 years of experience in the finance industry. Tracy Odegaard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Vsr Advisory Services Overland Park, KS Aug 2007 - Current 9
Vsr Financial Services Inc. Overland Park, KS Sep 2005 - Current 11
T.r.o. Investments, Inc. Brookings, SD Sep 2005 - Current 11
The Masters (division Of Vsr) Overland Park, KS Sep 2005 - Aug 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1990
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Tracy R. Odegaard
Phone Number: 913-498-2900
Registered State(s):
  • SD
By the Numbers
  • Total Assets Under Management
    3,101
    MILLIONS
  • Total Number of Accounts
    16,944
    ACCOUNTS
  • Average Account Value
    $183,033
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
76

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