Phillip Owens is a ChFC-designated registered investment advisor, based in Grand Rapids, MI, with 38 years of industry experience.
Location
4829 E Beltline Ave NE, Suite 100, Grand Rapids, MI, 49525
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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 ActivitiesSells Insurance
Phillip is an insurance agent, registered representative, and investment advisor representative through Owens Financial Group, dedicating nearly full-time hours to these activities. He also owns farm/hunting land and part of an office building, refers business to a property and casualty insurance agency, and is on the board of several organizations.
Employment History
Current Registrations
Regulus Financial Group, LLCBroker
Regal Investment Advisors LLC
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations1 state
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.