Owen B. Stratton
Professional summary
Owen Bradley Stratton, who also goes by Brad Stratton, Owen Stratton, is a registered financial advisor currently at OVERLAND PARK WEALTH MANAGEMENT LLC located in Overland Park, Kansas.
Owen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Owen has worked at 3 firms and has passed the Series 65, Series 63, Series 31, Series 7, Series 9 and Series 10 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Owen Bradley Stratton's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 9, 2014 - Present
OVERLAND PARK WEALTH MANAGEMENT LLC
Office #1: 7300 W. 110th Street Suite 700, Overland Park, KS 66210February 17, 2012 - September 30, 2014
CONCERT WEALTH MANAGEMENT
December 30, 1997 - February 21, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 7, 1992 - February 21, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/7/2014)
(7/9/2014)
(3/23/2015)
(7/14/2014)
Exams
Current Firm
OVERLAND PARK WEALTH MANAGEMENT LLC
CRD#: 171761 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 359 |
| AUM (Assets Under Management) | $ 95,599,845 |
Red Flags
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