Amy Owens, financial advisor Treynor IA
93 score

Amy Owens

CRD Number: 1223854
Current Firm: Cetera Advisor Networks LLC

Amy Owens (CRD# 1223854) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Treynor, IA and has over 21 years of experience in the finance industry.

Similar Advisors
Matthew McWilliams, financial advisor Treynor IA
Matthew N. McWilliams
CRD# 5393454
Edward Jones
Score
98
Similar Advisors
Thomas Anderson, financial advisor Treynor IA
Thomas M. Anderson
CRD# 2570185
Securities America Advisors, Inc.
Score
96
Similar Advisors
Eric Ball, financial advisor Treynor IA
Eric M. Ball
CRD# 1300604
America First Investment Advisors LLC
Score
96
Company Name Location Dates Years
Legend Equities Corporation Palm Beach Gardens, FL Jan 2016 - Current 1
Girard Securities, Inc. San Diego, CA Jan 2016 - Current 1
Investors Capital Corp. Lynnfield, MA Jan 2016 - Current 1
First Allied Securities, Inc. San Diego, CA Jan 2016 - Current 1
Summit Brokerage Services, Inc. Boca Raton, FL Jan 2016 - Current 1
Vsr Financial Services, Inc. Overland Park, KS Jan 2016 - Current 1
Cetera Investment Services LLC Saint Cloud, MN Aug 2015 - Current 2
Cetera Advisor Networks LLC El Segundo, IA Aug 2015 - Current 2
Cetera Financial Specialists LLC Schaumburg, IL Aug 2015 - Current 2
Cetera Advisors LLC Denver, CO Aug 2015 - Current 2
Unemployed Treynor, IA Feb 2015 - Aug 2015 < 1
Mutual Of Omaha Investor Services, Inc. Omaha, NE Aug 1978 - Feb 2015 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1995
S65 NASAA Investment Advisors Law Examination Nov 2010
Contact Info for Amy J. Owens
Phone Number: 310-326-3100
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Amy 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.

Disclosure

Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.