Mary Owen, financial advisor Madison WI
81 score

Mary Owen

CRD Number: 5336734
Current Firm: Legacy Prosperity Partners, LLC

Mary Owen (CRD# 5336734) is an Investment Advisor Representative working at Legacy Prosperity Partners, LLC in Madison, WI and has over 10 years of experience in the finance industry.

Similar Advisors
Lisa Andrews, financial advisor Madison WI
Lisa M. Andrews
CRD# 3038887
Perk Planning
Score
103
Similar Advisors
Kathryn Hankard, financial advisor Madison WI
Kathryn S. Hankard
CRD# 5264456
Fiscal Fitness, LLC
Score
103
Similar Advisors
Christopher Rich, financial advisor Madison WI
Christopher D. Rich
CRD# 2369596
Enrich Financial Partners LLC
Score
103
Company Name Location Dates Years
Legacy Prosperity Partners, LLC Madison, WI Sep 2017 - Current < 1
Sole Proprietor Madison, WI May 2016 - Current 1
Professional Center Suite 203, LLC Madison, WY Mar 2008 - Current 10
Legacy Advisory Group, Inc. Madison, WI Mar 2007 - Current 11
Sole Proprietor Madison, WI Jul 2002 - Current 15
Institute For Wealth Advisors, Inc. Dallas, TX Jan 2013 - Sep 2017 4
Usa Wealth Management LLC Grand Rapids, MI Jul 2007 - Jan 2012 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Mary E. Owen
Phone Number: 608-441-3995
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
81

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.