Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Owen? Claim Your ProfileOwen Stratton is an investment advisor representative at Overland Park Wealth Management LLC. Owen has been in the industry since 1992 and has a diverse background. Owen holds both Series 63 and Series 65 licenses. Owen is also a Trustee for the Kansas Public Employees Retirement System. Overland Park Wealth Management LLC is located in Overland Park, KS. The firm provides investment advice for individuals and high-net-worth individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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KS
07/14/2014 - Present
Overland Park Wealth Management LLC (OVERLAND PARK KS)
KS
05/07/1992 - 02/21/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEAWOOD KS)
IA
Issued 08/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/28/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/28/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/06/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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