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Michael Owens

25 Years of Experience
Duluth, MN
Broker

Michael Owens is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Duluth, MN, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

11 E. Superior Street, Suite 500/508, Duluth, MN, 55802

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael is one of three owners and the president of Ascential Wealth Advisors, a Raymond James advisory practice, since 2021. He manages day-to-day business operations, dedicating about a quarter to half of his time to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2013 - Present · 12 yrs 9 mos
Raymond James Financial Services, INC.
May 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
May 2009 - Present · 17 yrs 4 mos
Previous Registrations
Citigroup Global Markets INC.Broker
January 2001 - May 2009 · 8 yrs 4 mos
State Registrations28 states
AKALAZCACOCTFLIAILINMAMEMIMNMTNCNDNMNYOHPASDTXUTVAWAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Michael Owens - Financial Advisor | TrueAdvisor