Leonard Jake Odegaard

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2022-06-07

OR RA
APPROVED

Since 2022-06-07

Branch Locations

Tualatin, OR • United States

Resource Financial Planning 10300 Sw Greenburg Rd., #200, Portland, OR 97223 • United States

Disclosures

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.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Massmutual Life Insurance Co.	Lake Oswego	OR	10/2019	02/2021
Mml Investors Services, Llc	Lake Oswego	OR	06/2020	02/2021
Monroe Engineering	Tualatin	OH	05/2016	10/2019
Resource Financial Planning Inc	Portland	OR	03/2021	Present
Royal Alliance Associates, Inc.	Portland	OR	04/2021	06/2023
Osaic Wealth, Inc	Portland	OR	06/2023	Present

10/2019 → 02/2021

Massmutual Life Insurance Co.

Lake Oswego, OR
06/2020 → 02/2021

Mml Investors Services, Llc

Lake Oswego, OR
05/2016 → 10/2019

Monroe Engineering

Tualatin, OH
03/2021 → Present

Resource Financial Planning Inc

Portland, OR
04/2021 → 06/2023

Royal Alliance Associates, Inc.

Portland, OR
06/2023 → Present

Osaic Wealth, Inc

Portland, OR

Other Businesses

1) RESOURCE FINANCIAL PLANNING, INC POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/07/2022 ADDRESS: 1 Lincoln Center - 10300 SW Greenburg Rd., Portland OR 97223, United States DESCRIPTION: Financial Planning, Client services administration, trading, financial advice, investment analysis? 2) RESOURCE INSURANCE SERVICES, INC. POSITION: Agent / Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/21/2023 ADDRESS: 1 Lincoln Center, 10300 SW Greenburg Rd. Suite 200, Portland OR 97223, United States DESCRIPTION: Advise clients on life insurance and open life insurance policies. Advise on fixed annuities, variable annuities and longterm care insurance and open policies for clients. Associate of Resource Insurance Services, Inc.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-06-04

S66 Uniform Combined State Law Examination

2022-06-04

Other Names

Leonard Odegaard
Jake Odegaard

View on SEC IAPD