Owen Farnsworth is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Chandler, AZ, with 14 years of industry experience. Owen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2995 S Alma School Rd, Chandler, AZ, 85248
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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
Owen is a bookkeeper and member of MSB Capital LLC, which leases equipment to a specific company. He spends minimal time reconciling payments and expenses for the accountants.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Pfg Advisors
LPL Financial LLCBroker
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Jefferson Pilot Securities CorporationBroker
Wells Fargo Securities INC.Broker
State Registrations5 states
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