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Owen Rourke Foley

Northwestern Mutual Investment Services, LLC

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About Owen Rourke Foley

Owen Rourke Foley is a registered representative of Northwestern Mutual Investment Services, LLC, located in Lakewood, Colorado. Owen has been in the financial industry since 2013, and is also a registered investment advisor. He is licensed to offer financial services in Colorado, California, and Illinois. Owen has a wide range of experience and holds multiple licenses, including Series 7, Series 6, Series 63 and Series 66, making him well-equipped to advise clients on their financial needs. Owen also owns two businesses, BSP Enterprises, LLC and Rourke Holdings, LLC, both established for business purposes and investment-related.

Firm Information

Owen Foley is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998. Headquartered in Milwaukee, Wisconsin, the firm provides investment research and referrals to other advisors. They are registered with the SEC and in all 50 states. The firm has over 2,000 licensed agents, investment advisor representatives, and registered representatives.
Northwestern Mutual Investment Services, LLC

720 EAST WISCONSIN AVENUE

MILWAUKEE, WI 53202-4797

Not reported

Assets Under Management

1

Total Clients

10,224

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.

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investment research; referrals to other advisers

Investment research; referrals to other advisers

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.

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fixed fees

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

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other

Referral fees

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Owen Foley’s Registration & Firm History

CO

09/24/2014 - Present

Northwestern Mutual Investment Services, LLC (LAKEWOOD CO)

CO

05/20/2013 - 10/04/2013

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)

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Licenses & Designations

BOTH

Issued 09/16/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/16/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/2014

Series 7 - General Securities Representative Examination

BC

Issued 05/17/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Owen Rourke Foley.
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