Robert B. Larue

OWEN LARUE FINANCIAL GROUP

ELIZABETHTOWN, KY 42701

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CRD#: 1920782

Professional summary

Robert Benjamin Larue, who also goes by Ben Larue, is a registered financial advisor currently at OWEN LARUE FINANCIAL GROUP located in Elizabethtown, Kentucky.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Robert has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ben Larue

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Insurance agent. Non-investment related insurance sales through various carriers. 2) 01/2014- ERA, LLC- Co-Owner-33% ownership stake. Real estate development company. Receives rental income. 3) 12/2017-Impellizzeri's Pizza, Co-Owner- 8% ownership stake. Elizabethtown, Kentucky 4) 01/2019- Board member of Knox Regional Defense Alliance. No compensation received. Time spent is attending quarterly meetings. 5) Elizabethtown Renaissance Associates. Elizabethtown, KY. Real Estate Development. Partner - no check writing authority. 10 hours/mo; 5 during trading hours. 6) 01/01/2022- Baptist Health System Foundation, Board Member. No compensation received. 1 hr/month during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Benjamin Larue's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 20, 2017 - Present

OWEN LARUE FINANCIAL GROUP

Office #1: 109 W. Poplar Street Suite B, Elizabethtown, KY 42701

RIA

CRD#: 289436

ELIZABETHTOWN, KY

Past

October 17, 2017 - November 9, 2020

PRIVATE CLIENT SERVICES, LLC

RIA

CRD#: 120222

Elizabethtown, KY

Past

September 15, 2017 - October 26, 2020

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

Elizabethtown, KY

Past

June 9, 2014 - September 18, 2017

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

ELIZABETHTOWN, KY

Past

January 7, 1999 - November 2, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

ELIZABETHTOWN, KY

Past

November 20, 1998 - September 22, 2017

LPL FINANCIAL LLC

CRD#: 6413

ELIZABETHTOWN, KY

Past

July 28, 1994 - November 22, 1998

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Past

February 17, 1989 - December 31, 1989

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

CRD#: 2873

NEW YORK, NY

Past

February 17, 1989 - December 31, 1989

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OWEN LARUE FINANCIAL GROUP

OWEN LARUE FINANCIAL GROUP | OWEN LARUE, LLC

CRD#: 289436 / SEC#: 801-111041

RIA

Registered Investment Advisory firm - (8/24/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kentucky
(9/20/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/29/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/27/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/3/1989

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/16/1999

General Securities Principal Examination

Current Firm

OWEN LARUE FINANCIAL GROUP

OWEN LARUE FINANCIAL GROUP | OWEN LARUE, LLC

CRD#: 289436 / SEC#: 801-111041

RIA

Registered Investment Advisory firm - (8/24/2017 Approved)

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Contact information

Main Address

109 W. Poplar Street, Elizabethtown, KY 42701

Mailing Address

Phone number

(270) 769-9995

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/22/2025)

Regulatory assets under management

Total Number of Accounts	1,064
AUM (Assets Under Management)	$ 343,130,053

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Robert B. Larue

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Benjamin Larue's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

PRIVATE CLIENT SERVICES, LLC

PRIVATE ADVISOR GROUP, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EDWARD JONES

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

MONY SECURITIES CORPORATION

Primary Firm SEC Registration

OWEN LARUE FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 63

Date: 7/29/1994

SIE

Date: 10/1/2018

Series 7

Date: 7/27/1994

Series 6

Date: 2/3/1989

Series 24

Date: 2/16/1999

Current Firm

OWEN LARUE FINANCIAL GROUP

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OWEN LARUE FINANCIAL GROUP

TRUST BUT VERIFY

Contact information

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