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Kathleen Owings

18 Years of Experience
Colorado Springs, CO
BrokerSells Insurance

Kathleen Owings is a registered investment advisor, based in Colorado Springs, CO, with 18 years of industry experience.

Location

18 E Williamette Ave, Colorado Springs, CO, 80903

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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 ActivitiesSells Insurance

Kathleen is an independent insurance agent selling disability, life, accident, and health insurance, dedicating a few hours per week. She also owns rental property, is an author working on a book and online courses, serves on the Pikes Peak Library Foundation Board, and runs Westbilt Financial Group.

Employment History
Current Registrations
J. W. Cole Advisors, INC.
December 2014 - Present · 11 yrs 5 mos
J.W. Cole Financial, INC.Broker
December 2014 - Present · 11 yrs 5 mos
Previous Registrations
New England Securities Corporation
December 2008 - December 2014 · 6 yrs
New England SecuritiesBroker
November 2007 - December 2014 · 7 yrs 1 mo
State Registrations22 states
AKARAZCACOFLIAILKSMAMNMTNCNYOHORSCTXVAVTWAWI
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.
Kathleen Owings - Financial Advisor | TrueAdvisor