Mary OwenCRD Number: 5336734
Current Firm: Cherry Advisors
Mary Owen (CRD# 5336734) is an Investment Advisor Representative working at Cherry Advisors in Madison, WI and has over 10 years of experience in the finance industry.
Fiscal Fitness, LLC
Enrich Financial Partners LLC
|Cherry Investment Advisors||Dallas, TX||Jan 2013 - Current||5|
|Legacy Advisory Group, Inc.||Madison, WI||May 2008 - Current||9|
|Usa Wealth Management, LLC||Grand Rapids, MI||May 2007 - Current||10|
|Self-employed||Deforest, WI||Apr 2003 - Current||14|
|L'bripure N Natural Skincare||Deforest, WI||Apr 1998 - Current||19|
|Legacy Advisory Group, Inc.||Deforest, WI||Mar 2007 - May 2008||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2007|
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
Total Assets Under Management33MILLIONS
Total Number of Accounts788ACCOUNTS
Average Account Value$41,878
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, CA, CT, FL, GA, IL, IN, LA, MD, MI, NC, OK, PA, TN, TX, VA, WI
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