Individual Firm
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LEONARD JAKE ODEGAARD
Jake Odegaard, Leonard Odegaard
CRD#: 7258982
IA
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OSAIC WEALTH, INC.CRD#: 23131 RESOURCE FINANCIAL PLANNING
10300 SW Greenburg Rd., #200
PORTLAND, OR 97223
10300 SW Greenburg Rd., #200
PORTLAND, OR 97223
View By:
9/24/2008
Criminal
Final Disposition
State Registrations
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Alaska 2/15/2023
B
Missouri 2/13/2025
B
Arizona 2/10/2023
B
Montana 1/26/2023
B
Arkansas 1/30/2023
B
Nebraska 10/18/2024
B
California 1/26/2023
B
Nevada 2/6/2023
B
Colorado 1/26/2023
B
New York 1/26/2023
B
Delaware 10/28/2024
B
North Carolina 10/16/2024
B
Florida 1/27/2023
B
North Dakota 1/31/2023
B
Hawaii 2/8/2023
B
Oklahoma 1/26/2023
B
Idaho 1/27/2023
B
Oregon 6/7/2022
B
Illinois 2/7/2023
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Oregon 6/7/2022
B
Louisiana 1/27/2023
B
South Carolina 1/27/2023
B
Maine 1/27/2023
B
Texas 1/26/2023
B
Maryland 1/26/2023
B
Utah 10/15/2024
B
Michigan 1/30/2023
B
Virginia 1/30/2023
B
Minnesota 1/27/2023
B
Washington 1/26/2023
SRO Registrations
B
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Registered with this firm since 6/7/2022
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Registered with this firm since 10/19/2021
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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