AO
CFP
AO
CFP

Andrew Kenneth Owen

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
207 advisors
Number of Clients
8,771 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$23.0B

Fee Structure

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Location

11 Bridge Square, Northfield, MN, 55057

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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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Employment History
Current Registrations
Sequoia Financial Group, L.L.C.
March 2025 - Present · 11 mos
Previous Registrations
Carlson Capital Management, LLC
November 2023 - May 2025 · 1 yr 6 mos
Lsb Capital Management
March 2021 - June 2021 · 3 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.
Andrew Kenneth Owen - Financial Advisor | TrueAdvisor