Kyle Owens
Kyle Owens is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in West Des Moines, IA, with 42 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
595 S 60th STREET, Suite 260, West Des Moines, IA, 50266
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Kyle is a joint owner of PK Capital LLC, an LLC holding rental properties, dedicating a few hours per week. He also works as an assistant women's softball coach at Simpson College, spending about a quarter of his time, and is the Noble Grand of Fort Des Moines Odd Fellows Lodge, spending minimal time.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Principal Financial Securities,inc.Broker
Piper Jaffray INC.Broker
Allied Group Securities CorporationBroker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.