Elizabeth Marie Odegaard
Investment adviser representative at 49 Financial
12 yearsExperience
1 stateRegistered in
$1.4BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Oakwood Capital Securities, Inc.May 2025 to now
- 49 FinancialApr 2025 to now
- 49 Wealth ManagementMar 2025 to now
- Thrivent Investment ManagementJul 2016 to Mar 2025
- Thrivent FinancialJun 2016 to Mar 2025
- Morgan Stanley Private Bank, National AssociationJan 2015 to Mar 2025
- Morgan Stanley Smith Barney LLCMay 2014 to Mar 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (MN).
49 Financial
Legal name: 49 Wealth Management, LLC
$1.4BAssets managed
3,839Clients
141Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5764461
- Firm CRD
- 319484