BO
BO

Brent Anthony Owens

33 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
151 advisors
Number of Clients
9,767 clients
Average Client Portfolio
$254K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$10K
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Location

2704 S Goyer Rd, Kokomo, IN, 46902

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brent is an independent insurance agent, spending minimal time on this activity. He is also an investment advisor representative with Creative Financial Designs, Inc.

Employment History
Current Registrations
Creative Financial Designs, INC.
November 1997 - Present · 28 yrs 3 mos
Cfd Investments, INC.Broker
September 1992 - Present · 33 yrs 5 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.