Financial Advisor
Current1 Lincoln Center 10300 SW Greenburg Rd Suite 200Portland, OR 97223503-245-3110
Mar 2021 - Present
AeroLeads people directory · profile
L. Jake Odegaard Email & Phone Number
Financial Advisor at RFP
at
Resource Financial Planning, Inc.
1 work email found
@resourcefinancial.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor at RFP
Location
Portland, Oregon Metropolitan Area, United States
Company size
Who is L. Jake Odegaard? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
L. Jake Odegaard is listed as Financial Advisor at RFP at Resource Financial Planning, Inc., a company with 7 employees, based in Portland, Oregon Metropolitan Area, United States. AeroLeads shows a work email signal at resourcefinancial.com and a matched LinkedIn profile for L. Jake Odegaard.
L. Jake Odegaard previously worked as Financial Advisor at Resource Financial Planning, Inc. and Paraplanner at Massmutual Oregon. L. Jake Odegaard holds Bachelor Of Science (B.S.) from Oregon State University.
Company email context
Email format at Resource Financial Planning, Inc.
This section adds company-level context without repeating L. Jake Odegaard's masked contact details.
*@resourcefinancial.com
71% confidence
AeroLeads found 1 current-domain work email signal for L. Jake Odegaard. Compare company email patterns before reaching out.
Profile bio
About L. Jake Odegaard
Professional Designations and Licenses:Registered Investment Advisor Representative (IAR)FINRA Series 7 & 66Life, Health and Variable Insurance LicensedI am currently pursuing my Certified Financial Planner (CFP) certificationSecurities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Insurance services offered through Resource Insurance Services, Inc. Resource Insurance Services and Resource Financial Planning are not affiliated with Osaic Wealth, Inc. This communication is strictly intended for individuals residing in the state(s)of AK, AR, AZ, CA, CO, CT, FL, HI, ID, IL, KY, LA, MD, ME, MI, MN, MT, ND, NJ, NM, NV, NY, OK, OR, PA, SC, TN, TX, VA, WA, WV. No offers may be made or accepted from any resident outside the specific states referenced
Listed skills include Customer Service, Inventory Management, Microsoft Office, Sales, and 29 others.
Current workplace
L. Jake Odegaard's current company
Company context helps verify the profile and gives searchers a useful next step.
Resource Financial Planning, Inc.
6 roles
L. Jake Odegaard work experience
A career timeline built from the work history available for this profile.
Paraplanner
Jun 2020 - Feb 2021
Financial Services Representative
Three Rivers Wealth Strategies DBA MassMutual Oregon
Oct 2019 - Jun 2020
Territory Manager
Mar 2019 - Oct 2019
Account Manager
May 2016 - Feb 2019
Sales Associate - All Markets
Mar 2015 - Apr 2016
Team & coworkers
Colleagues at Resource Financial Planning, Inc.
Other employees you can reach at resourcefinancial.com. View company contacts for 7 employees →
JB
Jessica Butler
Colleague at Resource Financial Planning, Inc.
Portland, Oregon Metropolitan Area, United States
View →
MC
Matt Cova
Colleague at Resource Financial Planning, Inc.
Glenwood Springs, Colorado, United States, United States
View →
MS
Michelle Skinner, Mba
Colleague at Resource Financial Planning, Inc.
Hillsboro, Oregon, United States, United States
View →
KL
Kathryn Lichty
Colleague at Resource Financial Planning, Inc.
Portland, Oregon Metropolitan Area, United States
View →
AG
Adrienne Guzman
Colleague at Resource Financial Planning, Inc.
United States, United States
View →
Jessica Butler
Colleague at Resource Financial Planning, Inc.
Portland, Oregon Metropolitan Area, United States
View →
MC
Matt Cova
Colleague at Resource Financial Planning, Inc.
Glenwood Springs, Colorado, United States, United States
View →
MS
Michelle Skinner, Mba
Colleague at Resource Financial Planning, Inc.
Hillsboro, Oregon, United States, United States
View →
KL
Kathryn Lichty
Colleague at Resource Financial Planning, Inc.
Portland, Oregon Metropolitan Area, United States
View →
AG
Adrienne Guzman
Colleague at Resource Financial Planning, Inc.
United States, United States
View →
1 education record
L. Jake Odegaard education
FAQ
Frequently asked questions about L. Jake Odegaard
Quick answers generated from the profile data available on this page.
What company does L. Jake Odegaard work for?
L. Jake Odegaard works for Resource Financial Planning, Inc..
What is L. Jake Odegaard's role at Resource Financial Planning, Inc.?
L. Jake Odegaard is listed as Financial Advisor at RFP at Resource Financial Planning, Inc..
What is L. Jake Odegaard's email address?
AeroLeads has found 1 work email signal at @resourcefinancial.com for L. Jake Odegaard at Resource Financial Planning, Inc..
Where is L. Jake Odegaard based?
L. Jake Odegaard is based in Portland, Oregon Metropolitan Area, United States while working with Resource Financial Planning, Inc..
What companies has L. Jake Odegaard worked for?
L. Jake Odegaard has worked for Resource Financial Planning, Inc., Massmutual Oregon, Monroe Engineering, Monroe Engineering Products, and Young'S Market Company.
Who are L. Jake Odegaard's colleagues at Resource Financial Planning, Inc.?
L. Jake Odegaard's colleagues at Resource Financial Planning, Inc. include Jessica Butler, Matt Cova, Michelle Skinner, Mba, Kathryn Lichty, and Adrienne Guzman.
How can I contact L. Jake Odegaard?
You can use AeroLeads to view verified contact signals for L. Jake Odegaard at Resource Financial Planning, Inc., including work email, phone, and LinkedIn data when available.
What schools did L. Jake Odegaard attend?
L. Jake Odegaard holds Bachelor Of Science (B.S.) from Oregon State University.
What skills is L. Jake Odegaard known for?
L. Jake Odegaard is listed with skills including Customer Service, Inventory Management, Microsoft Office, Sales, Microsoft Excel, Powerpoint, Time Management, and Microsoft Word.
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