Owlfi

Owlfi (CRD# 311854) is a financial advisory firm headquartered in Lenexa, KS. They manage $125,134,119 in 749 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
8725 Rosehill, Suite 119, Lenexa, KS 66215
https://www.owlfi.com/
By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    749
    ACCOUNTS
  • Average Account Value
    $167,068
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, KS, MO, NE, NY, OK, TX, UT

Financial Advisors at Owlfi
Showing 1 - 7 of 7 top financial advisors.
1
David Bush, financial advisor Lenexa KS
David W. Bush
CRD#: 5537832
8725 Rosehill, Suite 119, Lenexa, KS 66215

David Bush (CRD# 5537832) is an Investment Advisor Representative working at Owlfi in Lenexa, KS and has over 15 years of experience in the finance industry.

2
Brennen Newton, financial advisor Lenexa KS
Brennen S. Newton
CRD#: 6068327
8725 Rosehill, Suite 119, Lenexa, KS 66215

Brennen Newton (CRD# 6068327) is an Investment Advisor Representative working at Owlfi in Lenexa, KS and has over 8 years of experience in the finance industry.

3
Elliot Omanson, financial advisor Lenexa KS
Elliot T. Omanson
CRD#: 6264279
8725 Rosehill, Suite 119, Lenexa, KS 66215

Elliot Omanson (CRD# 6264279) is an Investment Advisor Representative working at Owlfi in Lenexa, KS and has over 10 years of experience in the finance industry.

4
Scott Ross, financial advisor Alpine UT
Scott Ross
CRD#: 4911591
Alpine, UT

Scott Ross (CRD# 4911591) is an Investment Advisor Representative working at Owlfi in Alpine, UT and has over 18 years of experience in the finance industry.

5
Mark Stratton, financial advisor Lenexa KS
Mark E. Stratton
CRD#: 1894252
8725 Rosehill, Suite 119, Lenexa, KS 66215

Mark Stratton (CRD# 1894252) is an Investment Advisor Representative working at Owlfi in Lenexa, KS and has over 32 years of experience in the finance industry.

6
Chase Klusman, financial advisor Lenexa KS
Chase A. Klusman
CRD#: 7758243
8725 Rosehill, Suite 119, Lenexa, KS 66215

Chase Klusman (CRD# 7758243) is an Investment Advisor Representative working at Owlfi in Lenexa, KS and has 1 year of experience in the finance industry.

7
Dirk Palmer, financial advisor Lenexa KS
Dirk E. Palmer
CRD#: 7363379
8725 Rosehill, Suite 119, Lenexa, KS 66215

Dirk Palmer (CRD# 7363379) is an Investment Advisor Representative working at Owlfi in Lenexa, KS and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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