Myron Owens
Myron Owens is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Lincoln, NE, with 36 years of industry experience. Myron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
3201 Pioneers Blvd, Suite 212, Lincoln, NE, 68502
Get directionsHistory
Regulatory History (2)
Regulatory
December 2013Regulatory
September 2010Other Business ActivitiesSells Insurance
Myron is the president of Strategic Legacy Advisors, focusing on financial planning, succession, income, and estate tax, taking nearly full-time. He also designs fixed life insurance contracts and spends time on estate, income tax, and long-term care planning through Strategic Risk Management Group Inc, dedicating about 10-20% of his time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Questar Capital CorporationBroker
Questar Asset Management, INC.
Girard Securities, INC.
Girard Securities, INC.Broker
Strategic Legacy Advisors, INC.
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Capital Analysts, IncorporatedBroker
First Lincoln Investments, INC.Broker
First Lincoln Investments, INC.Broker
The O.N. Equity Sales CompanyBroker
First Lincoln Investments, INC.Broker
State Registrations31 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.