linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Owen Robert Freese

49 Financial

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Owen? Claim Your Profile

About Owen Robert Freese

Owen Robert Freese is a financial advisor with 49 Financial. Owen is licensed to provide financial advice in Texas, Minnesota, and other states. Owen has been working in the financial services industry since June 2022. Owen has experience working with both high-net-worth individuals and individuals other than high-net-worth. Owen has a Series 63 and Series 6TO license and has passed the Securities Industry Essentials Examination. Owen's previous employment was with Purshe Kaplan Sterling Investments.

Firm Information

Owen Freese is currently registered with 49 Financial. 49 Financial is an investment advisor registered with the SEC and headquartered in Austin, TX. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $566 million in assets for 3,364 clients, primarily high-net-worth individuals and other individuals.
49 Financial

916 S CAPITAL OF TEXAS HIGHWAY

AUSTIN, TX 78746

$566.22M

Assets Under Management

Not reported

Total Clients

105

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Owen Freese’s Registration & Firm History

TX

10/07/2024 - Present

49 Financial (AUSTIN TX)

TX

06/04/2022 - 01/18/2024

PURSHE KAPLAN STERLING INVESTMENTS (Austin TX)

Not sure if Owen Robert Freese is right for you?

Licenses & Designations

BC

Issued 01/20/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/03/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/22/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Owen Robert Freese.
Not sure if Owen Robert Freese is right for you?