LPL Financial
44yrs
Top advisor by experience in Tualatin
4yrs
Leonard Odegaard is a fiduciary financial advisor in Tualatin, Oregon, with 4 years in the industry. Leonard joined Osaic Wealth in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Osaic Wealth reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 41 advisors with offices in Tualatin, and one of 41 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeTualatin, OR
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowOsaic Wealth, Inc.Current firm
Questions to ask Leonard
Tailored to Leonard’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Leonard
How do I contact Leonard?
Call Osaic Wealth at (800) 821-5100 and ask for Leonard Odegaard. Leonard works from the Tualatin, OR office.
How long has Leonard been a financial advisor?
Leonard has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Leonard hold?
Series 66. Tap any license on this page to see what it allows.
Is Leonard a fiduciary?
Leonard is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Leonard paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Leonard for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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