Dwain Owens
Dwain Owens is a registered investment advisor at Osaic Wealth, INC., based in Columbus, NE, with 34 years of industry experience. Dwain 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
2360 Pershing Rd, Columbus, NE, 68601
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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
Dwain is involved in several business activities, including serving as Vice President for Columbus Family YMCA Foundation and Strategic Risk Management, Inc., and as an Investment Adviser Representative with Securities America Advisors, taking nearly full-time. He also owns rental real estate, an outdoor outfitting business, and sells fixed insurance products.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
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
State Registrations19 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.