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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2022-12-06 |
| SD | RA | APPROVED | 2022-12-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vsr Financial Services Inc | Overland Park | KS | 09/2005 | 09/2016 |
| Vsr Advisory Services | Overland Park | KS | 08/2007 | 09/2016 |
| Odegaard Financial | Brookings | SD | 09/2005 | Present |
| Summit Brokerage Services, Inc. | Brookings | SD | 09/2016 | 02/2017 |
| Summit Financial Group Inc | Boca Raton | FL | 09/2016 | 02/2017 |
| Securities America, Inc. | Brookings | SD | 02/2017 | 11/2022 |
| Securities America Advisors | Brookings | SD | 02/2017 | 11/2022 |
| Lpl Financial Llc | Brookings | SD | 11/2022 | Present |
1)11/30/2022 - Odegaard Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)11/30/2022 - Odegaard Financial - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 02/2017 - 3 Hr/Mth 3)11/30/2022 - Notary - State of SD - Non-Inv Rel - Start: 05/2020 4)11/30/2022 - 8 Second Media, LLC - Business Owner - Non-Inv Rel - Brookings, SD - Start: 09/2021 - 3 Hr/Mth 5)11/30/2022 - Brookings Professional Associates LLC - Real Estate Rental - Non-Inv Rel - Brookings, SD - Start: 06/2018 - 1 Hr/Mth 6)11/30/2022 - King & Winge Inc. - Non-Profit Board Member - Non-Inv Rel - Petaluma, CA = Start: 01/2020 - 1 Hr/Mth 7)11/30/2022 - Tracy & Darilyn Odegaard - Real Estate Rental - Vacation Rental - Inv Rel - Breckenridge, CO - Start: 02/2020 - 2 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-07-13 |
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