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EO

Elizabeth M. Odegaard

49 FINANCIAL
Minneapolis, MN 55402
Some features on this profile are disabled
CRD#: 5764461
EO

Professional summary

Elizabeth Marie Odegaard, who also goes by Tweeton Marie Elizabeth, Elizabeth Marie Odegaard, Elizabeth M Odegaard, Elizabeth Marie Tweeton, is a registered financial advisor currently at 49 FINANCIAL located in Minneapolis, Minnesota and OAKWOOD CAPITAL SECURITIES, INC. located in Minneapolis, Minnesota.

Elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Elizabeth has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tweeton Marie Elizabeth | Elizabeth Marie Odegaard | Elizabeth M Odegaard | Elizabeth Marie Tweeton

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Marie Odegaard's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 29, 2025 - Present

49 FINANCIAL

Office #1: 30 South Street 7th Floor, Minneapolis, MN 55402
RIA
CRD#: 319484
Minneapolis, MN
Current

May 21, 2025 - Present

OAKWOOD CAPITAL SECURITIES, INC.

Office #1: 30 South 9th Street 7th Floor, Minneapolis, MN 55402
BD
CRD#: 21000
Minneapolis, MN
Past

July 18, 2016 - April 1, 2025

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
MINNEAPOLIS, MN
Past

July 18, 2016 - April 1, 2025

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
MINNEAPOLIS, MN
Past

December 17, 2012 - July 15, 2016

MORGAN STANLEY

RIA
CRD#: 149777
WAYZATA, MN
Past

December 17, 2012 - July 15, 2016

MORGAN STANLEY

BD
CRD#: 149777
WAYZATA, MN
Past

August 11, 2010 - December 18, 2012

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
GOLDEN VALLEY, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
49 FINANCIAL
49 FINANCIAL
49 FINANCIAL | GLADIATOR ADVISORS, LLC | 49 WEALTH MANAGEMENT, LLC

CRD#: 319484 / SEC#: 801-123687

RIA
Registered Investment Advisory firm - (9/8/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Minnesota
(4/29/2025)
RR
Minnesota
(5/21/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/1/2012
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/15/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 7/23/2014
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 8/10/2010
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

49 FINANCIAL
49 FINANCIAL
49 FINANCIAL | GLADIATOR ADVISORS, LLC | 49 WEALTH MANAGEMENT, LLC

CRD#: 319484 / SEC#: 801-123687

RIA
Registered Investment Advisory firm - (9/8/2022 Approved)
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Contact information

Main Address
3711 S Mopac Expy Suite 150, Austin, TX 78746
Mailing Address
Phone number
(214) 563-1190
Established
Firm type
Fiscal year end
# of Employees
167

SEC notice filing (35 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (7/31/2025)

Regulatory assets under management

Total Number of Accounts2,989
AUM (Assets Under Management)$ 871,379,407

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/26/2025
Cover Page
Report
02/25/2025
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

49 FINANCIAL

49 FINANCIAL

CRD#: 319484Minneapolis, MN 55402

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