Kal
Owen
Four Quadrant Wealth Advisors, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Kal Owen is a financial advisor working in Carmel, Indiana with 2 years of industry experience. Owen is an employee of Four Quadrant Wealth Advisors, Inc. Their career trajectory has included roles at First Command, Tba & Oil Warehouse, Permar Security, Geodis Logistics, Indiana Army National Guard, Ball State University, First Command Financial Planning, Inc, First Command Advisory Services, Inc, First Command Insurance Services, Inc and Four Quadrant Wealth Advisors, Inc. Owen has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Indiana. Four Quadrant Wealth Advisors, Inc is a registered investment business headquartered in Carmel, IN. It handles $126 million in assets under management among its 479 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 479 customer accounts, 39% are held by high-net-worth investors who have more than $1 million in assets. The firm provides a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Financial management fees typically depend on the type of services provided. However, fee types billed by Four Quadrant Wealth Advisors, Inc likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Four Quadrant Wealth Advisors, Inc Brokerage Details
$126,068,690
17
479
$263,191
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Kal Owen Work History
Kal has been registered as a financial advisor for 2 years.*
Four Quadrant Wealth Advisors, Inc
Indiana Army National Guard
First Command Financial Planning, Inc
First Command Advisory Services, Inc
First Command Insurance Services, Inc
First Command
Permar Security
Tba & Oil Warehouse
Geodis Logistics
Ball State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kal Owen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Four Quadrant Wealth Advisors, Inc
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Indianapolis, IN
Carmel, IN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.