John
Owen
Mutual Advisors, LLC
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About this Advisor
John Owen is a certified financial planner working out of Saint Louis, Missouri with 5 years of relevant experience. Owen is an employee of Mutual Advisors, LLC. Owen has gained experience at First Heartland Capital Inc, Mutual Securities, Inc and Mutual Advisors, LLC. Owen has a Series 63 license, certifying them as a securities representative, and is registered to work in Missouri and Texas. Mutual Advisors, LLC is a company that has its headquarters in Casper, WY. The firm has offices in 71 locations and a total of 262 people on staff. It oversees $5 billion in assets under management among its 20,842 client accounts, making it one of the biggest firms in the country by assets under management. Of its 20,842 accounts, 16% belong to high-net-worth investors who have at least $1 million in assets. Mutual Advisors, LLC has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fees vary depending on which service is offered. However, fees billed by Mutual Advisors, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mutual Advisors, LLC Brokerage Details
$5,305,999,278
262
20,842
$254,582
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
John Owen Work History
John has been registered as a financial advisor for 5 years.*
Mutual Securities, Inc
Mutual Advisors, LLC
First Heartland Capital Inc
*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 John Owen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
