Arthur Owens
Arthur Owens is a CFP-designated registered investment advisor at Vanweelden Wealth Management, LLC, based in West Chester Township, OH, with 31 years of industry experience. Arthur operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 203 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VanWeelden Wealth charges a fee based on the value of your portfolio, up to 1.00% annually. The fee is paid quarterly, in advance. The exact fee depends on the complexity of the services, the amount of assets managed, and the overall relationship with the advisor. Fees may be negotiable.
Location
8905 Cincinnati Dayton Rd, West Chester Township, OH, 45069
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Regulatory History (1)
Criminal
May 1997Other Business ActivitiesSells Insurance
Arthur is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. This activity requires about 10% of his time.
Employment History
Current Registrations
Vanweelden Wealth Management, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Investment Distributors, INC.Broker
Concourse Financial Group Securities, INC.Broker
The O.N. Equity Sales CompanyBroker
Great American Advisors, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Fidelity Brokerage Services, INC.Broker
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.