Cadon
Owens
Woodbury Financial Services, Inc
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About this Advisor
Cadon Owens is a financial advisor who works in Tulsa, Oklahoma who has 2 years of relevant experience. Owens works at Woodbury Financial Services, Inc. Owens has gained experience at Jenks Public Schools, Jim Norton Toyata, Oral Roberts University, Legacy Wealth Managment and Woodbury Financial Services Inc. Owens maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Oklahoma. Woodbury Financial Services, Inc is a registered investment company that has its headquarters in Saint Paul, MN. The investment advisory business has offices in 1,038 locations and a total of 3,002 people on staff. It manages $19 billion in assets across its 101,950 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 184 charities and foundations. Of its 101,950 customer accounts, just 11% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Woodbury Financial Services, Inc offers a number 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 educational seminars. Financial advisory fees vary depending on which services are provided. Fees charged by Woodbury Financial Services, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Woodbury Financial Services, Inc Brokerage Details
$19,278,448,046
3,002
101,950
$189,097
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
- Educational seminars/workshops
Cadon Owens Work History
Cadon has been registered as a financial advisor for 2 years.*
Woodbury Financial Services Inc
Legacy Wealth Managment
Jim Norton Toyata
Oral Roberts University
Jenks Public Schools
*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 Cadon Owens 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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