Arthur B. Owens

VANWEELDEN WEALTH MANAGEMENT

West Chester Township, OH 45069

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CRD#: 2405056

Professional summary

Arthur Brant Owens, CFP®, who also goes by Brant Owens, is a registered financial advisor currently at VANWEELDEN WEALTH MANAGEMENT, LLC located in West Chester Township, Ohio.

Arthur is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Arthur has worked at 10 firms and has passed the Series 63, Series 65, Series 52TO, SIE, Series 7, Series 6, Series 53, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brant Owens

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) Licensed insurance agent; Not investment-related; 8905 Cincinnati Dayton Rd, West Chester Township, OH, 45069; Insurance sales; Implementation of insurance recommendations; 16 hours per month, 0 during trading hours; Licensed insurance agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Arthur Brant Owens'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®

CFP^®

Certified Financial Planner

Start date: 2000

Experience

Current

May 20, 2025 - Present

VANWEELDEN WEALTH MANAGEMENT, LLC

Office #1: 8905 Cincinnati Dayton Rd, West Chester Township, OH 45069

RIA

CRD#: 290308

West Chester Township, OH

Past

August 22, 2022 - May 6, 2025

EDWARD JONES

RIA

CRD#: 250

FLORENCE, KY

Past

August 22, 2022 - May 6, 2025

EDWARD JONES

CRD#: 250

FLORENCE, KY

Past

July 6, 2022 - August 9, 2022

CUSO FINANCIAL SERVICES, L.P.

RIA

CRD#: 42132

CINCINNATI, OH

Past

July 5, 2022 - August 9, 2022

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

CINCINNATI, OH

Past

January 3, 2022 - July 14, 2022

INVESTMENT DISTRIBUTORS, INC.

CRD#: 35490

BIRMINGHAM, AL

Past

October 18, 2006 - January 3, 2022

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

CINCINNATI, OH

Past

March 19, 2004 - June 19, 2006

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

CINCINNATI, OH

Past

November 5, 1997 - November 7, 2003

MM ASCEND LIFE INVESTOR SERVICES, LLC

CRD#: 36451

CINCINNATI, OH

Past

August 1, 1996 - April 21, 1997

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 1, 1996 - April 21, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

October 4, 1993 - June 17, 1996

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

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".

VANWEELDEN WEALTH MANAGEMENT, LLC

VANWEELDEN FINANCIAL GROUP | VANWEELDEN WEALTH MANAGEMENT, LLC | VANWEELDEN WEALTH MANAGEMENT

CRD#: 290308 / SEC#: 801-131024

RIA

Registered Investment Advisory firm - (8/30/2024 Approved)

Indiana

Registered Investment Advisory firm - (9/9/2024 Terminated)

Kentucky

Registered Investment Advisory firm - (9/5/2024 Terminated)

Ohio

Registered Investment Advisory firm - (9/5/2024 Terminated)

Texas

Registered Investment Advisory firm - (9/5/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Ohio
(5/20/2025)

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: 12/27/2007

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/30/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/14/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/1/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 53

Date: 2/10/1999

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 12/1/1998

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 4/24/1998

General Securities Principal Examination

Current Firm

VANWEELDEN WEALTH MANAGEMENT, LLC

VANWEELDEN FINANCIAL GROUP | VANWEELDEN WEALTH MANAGEMENT, LLC | VANWEELDEN WEALTH MANAGEMENT

CRD#: 290308 / SEC#: 801-131024

RIA

Registered Investment Advisory firm - (8/30/2024 Approved)

Indiana

Registered Investment Advisory firm - (9/9/2024 Terminated)

Kentucky

Registered Investment Advisory firm - (9/5/2024 Terminated)

Ohio

Registered Investment Advisory firm - (9/5/2024 Terminated)

Texas

Registered Investment Advisory firm - (9/5/2024 Terminated)

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Contact information

Main Address

8905 Cincinnati Dayton Rd, West Chester Township, OH 45069

Mailing Address

Phone number

(513) 942-8961

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VANWEELDEN WEALTH MANAGEMENT, LLC DISCLOSURE BROCHURE, BROCHURE SUPPLEMENTS, AND PRIVACY POLICY (6/25/2025)

Regulatory assets under management

Total Number of Accounts	530
AUM (Assets Under Management)	$ 119,677,336

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.

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Advisor Monitoring

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Arthur B. Owens

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Arthur Brant Owens's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDWARD JONES

EDWARD JONES

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

INVESTMENT DISTRIBUTORS, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

THE O.N. EQUITY SALES COMPANY

MM ASCEND LIFE INVESTOR SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

VANWEELDEN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/27/2007

Series 65

Date: 12/30/1999

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 12/14/1995

Series 6

Date: 10/1/1993

Series 53

Date: 2/10/1999

Series 4

Date: 12/1/1998

Series 24

Date: 4/24/1998

Current Firm

VANWEELDEN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VANWEELDEN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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