Robert Owens, financial advisor East Peoria IL
93 score

Robert Owens

CRD Number: 4627870
Current Firm: Midwestern Securities Trading Company,llc

Robert Owens (CRD# 4627870) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in East Peoria, IL and has over 13 years of experience in the finance industry.

Similar Advisors
Jeffrey Alexander, financial advisor East Peoria IL
Jeffrey L. Alexander
CRD# 2776
Royal Alliance Associates, Inc.
Score
96
Similar Advisors
Travis Critten, financial advisor East Peoria IL
Travis R. Critten
CRD# 3207137
Wells Fargo Advisors, LLC
Score
96
Similar Advisors
Scott Davis, financial advisor East Peoria IL
Scott A. Davis
CRD# 5438914
Cliftonlarsonallen Wealth Advisors, LLC
Score
96
Company Name Location Dates Years
Midwestern Securities Trading Company, LLC East Peoria, IL Jan 2014 - Current 2
Athens State Bank Springfield, IL Jan 2014 - Current 2
American United Life Springfield, IL Aug 2008 - Jan 2014 5
Oneamerica Securities Springfield, IL Aug 2008 - Jan 2014 5
Pruco Securities Springfield, IL Jan 2003 - Aug 2008 5
Prudential Insurance Co Of America Springfield, IL Jan 2003 - Aug 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2003
Contact Info for Robert J. Owens
Phone Number: 309-699-6786
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    247
    MILLIONS
  • Total Number of Accounts
    1,428
    ACCOUNTS
  • Average Account Value
    $172,969
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MO, MT, NC, NM, NV, NY, OR, PA, TX, VT, WI

Ready to hire a financial advisor? Get competitive proposals from Robert Owens and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.