Angela Owen is a CFP-designated registered investment advisor, based in West des Moines, IA, with 19 years of industry experience.
Location
1415 28th Street, Suite 335, West des Moines, IA, 50266
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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
Angela is a co-owner of Hefner Financial Inc., which facilitates securities, advisory, and insurance business, taking about 10-20% of her time. She also performs bookkeeping and accounting services for several entities and co-owns rental property, dedicating minimal time to these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations24 states
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