Advisors at this firm
Jeffrey H
Series 63, Series 65, Series 66
Tulsa, OK
Odingard Capital Management
Jeffrey Hale is a financial advisor at Odingard Capital Management with 28 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Pentegra and Pentegra Distributors Inc. prior to joining Odingard in 2019. Odingard Capital Management serves individual investors, including high-net-worth clients, and employer-sponsored retirement plans by providing investment advisory services, pension and 401(k) consulting, and assistance with selecting and monitoring other money managers. The firm typically delegates management of larger accounts to a third-party sub-adviser while managing smaller accounts directly using ETF target allocations aligned with client risk profiles.
Jordan K
Series 63, Series 65
Tulsa, OK
Odingard Capital Management
Jordan Kelley is a financial advisor at Odingard Capital Management with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at the University of Oklahoma for six years and Union Highschool for four years. Odingard Capital Management provides investment advisory services to individual investors, including high-net-worth clients, and employer-sponsored retirement plans. The firm offers pension and 401(k) consulting, delegates larger account management to a third-party sub-adviser, and manages smaller accounts directly with ETF target allocations tailored to client risk profiles.