Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Owen? Claim Your ProfileOwen Gartrell is a financial advisor with Robert W. Baird & Co. Inc. with over 20 years of experience in the financial services industry. Owen is licensed in 20 states. He is registered as an investment advisor representative in Florida, Illinois, Oklahoma and Texas and is a licensed broker. He is also a registered principal. He is a Series 7, 31, and 66 licensed professional. Owen has previously worked at Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. He is a registered representative of Robert W. Baird & Co. Inc. and is also a registered investment advisor. Owen is a financial advisor with a broad range of experience in the financial services industry. He can provide financial advice and services to individuals, families, and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
TX
10/08/2012 - Present
Robert W. Baird & Co. Inc. (FORT WORTH TX)
TX
09/10/2008 - 10/18/2012
CHARLES SCHWAB & CO., INC. (FORT WORTH TX)
TX
02/03/2000 - 08/26/2008
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
MN
03/24/1998 - 08/25/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/24/1998 - 08/25/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 03/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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