William
Owen
Lji Wealth Management, LLC
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About this Advisor
William Owen is a certified financial planner and personal financial specialist working in Indianapolis, Indiana with a total of 1 year of industry experience. Owen is on the advisory team at Lji Wealth Management, LLC. Their career trajectory has included roles at Lji Wealth Management, LLC, Bgbc Partners Llp and Denali Wealth Management Advisors, LLC. Owen has a Series 65 license, designating them as an investment advisor representative, and is approved to operate in Indiana. Lji Wealth Management, LLC is a company based in Indianapolis, IN. The investment advisory business has offices in two locations and a total of 15 advisors. It has $647 million in total assets between its 2,919 accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 2,919 client accounts, just 9% are associated with high-net-worth clients who have greater than $1 million in assets. Lji Wealth Management, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management usually are based on which service is offered. However, fee types billed by Lji Wealth Management, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lji Wealth Management, LLC Brokerage Details
$647,249,390
15
2,919
$221,737
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
William Owen Work History
William has been registered as a financial advisor for 1 years.*
Lji Wealth Management, LLC
Denali Wealth Management Advisors, LLC
Bgbc Partners Llp
*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 William 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 Lji Wealth Management, LLC
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Muncie, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, 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.
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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.
