Owen Patrick Howard

Trueplan Benefit and Retirement Advisors

3 Years of Experience

Broker

View SEC Summary

Areas of Practice

Retirement PlanningInvestment Management

Trueplan Benefit and Retirement Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

48 clients

Average Client Portfolio

$94.8M average

Assets Under Management

$4.6B

Fee Structure

Financial Planning:Investment management only

Location

2050 Western Ave., Guilderland, NY, 12084

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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.

Employment History

Current Registrations

Healthcare Community Securities CORP.Broker

August 2025 - Present · 6 mos

Trueplan Benefit and Retirement Advisors

August 2025 - Present · 6 mos

Previous Registrations

Key Investment Services LLCBroker

July 2024 - August 2025 · 1 yr 1 mo

Key Investment Services LLC

July 2024 - August 2025 · 1 yr 1 mo

Merrill Lynch, Pierce, Fenner & Smith Incorporated

April 2022 - July 2024 · 2 yrs 3 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

April 2022 - July 2024 · 2 yrs 3 mos

Mercer Allied Company, L.P.Broker

November 2020 - November 2020 · 0 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.