CO
Charles K. Owen
THRIVENT ADVISOR NETWORK
Corvallis, OR 97330
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CRD#: 5142123
CO
Professional summary
Charles Kelly Owen, CFP®, who also goes by Charlie Kelly Owen, is a registered financial advisor currently at THRIVENT ADVISOR NETWORK, LLC located in Corvallis, Oregon and THRIVENT INVESTMENT MANAGEMENT INC. located in Corvallis, Oregon.
Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Charles has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Charlie Kelly Owen
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.
THRIVENT ADVISOR NETWORK, LLC (M25 ADVISORS) POSITION: Director of Brokerage Operations, Wealth Advisor NATURE: Affiliated Retail Investment Advisory Firm INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 08/01/2020 ADDRESS: 700 NW 3rd Street, Ste 105, Corvallis OR 97330, United States DESCRIPTION: Provide investment advisory services to retail clients. FIXED INSURANCE SALES POSITION: Insurance Producer NATURE: Selling/Servicing fixed insurance contract(s). INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2006 ADDRESS: 700 NW 3rd ST STE 105, Corvallis OR 97330, United States DESCRIPTION: Selling/Servicing fixed insurance contract(s).
CRS (Client Relationship Summary) - RIA
Click below to view Charles Kelly Owen's 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®
Start date: 2012
Experience
Current
July 29, 2020 - Present
THRIVENT ADVISOR NETWORK, LLC
Office #1: 700 Nw 3rd Street, Suite 105, Corvallis, OR 97330RIA
CRD#: 304569
Corvallis, OR
Current
August 13, 2024 - Present
THRIVENT INVESTMENT MANAGEMENT INC.
Office #1: 700 Nw 3rd Street, Corvallis, OR 97330RIA
BD
CRD#: 18387
Corvallis, OR
Past
July 30, 2020 - August 1, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Corvallis, OR
Past
September 13, 2006 - July 29, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
LAKE OSWEGO, OR
Past
August 31, 2006 - July 29, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
LAKE OSWEGO, OR
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".
TA
THRIVENT ADVISOR NETWORK, LLC
49 FINANCIAL GROUP | TM3 WEALTH | THRIVENT ADVISOR NETWORK, LLC | SOLOMON PRIVATE WEALTH | SEA GLASS WEALTH ADVISORS | RETIREPATH ADVISORS | PRAIRIEVIEW WEALTH PARTNERS | PITON WEALTH | PERSPECTIVE PLANNING PARTNERS | PERSPECTIVE FINANCIAL SERVICES | PASSAGE WEALTH | PARABLE WEALTH PARTNERS | PALOMAR WEALTH | NORTH OAKS FINANCIAL GROUP | M25 ADVISORS | LOUIS C. CILIBERTI & ASSOCIATES, LTD | LIGHTHOUSE WEALTH PARTNERS | LANDMARK WEALTH MANAGEMENT GROUP | KEIL FINANCIAL PARTNERS | INTENTGEN FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | HILLCREST FINANCIAL GROUP | EVEXIA WEALTH | CROSSROADS FINANCIAL GROUP | CONCOURS CAPITAL ADVISORS | CEDAR COVE WEALTH PARTNERS | AWAKEN WEALTH PARTNERS | ARBORBROOK FINANCIAL CONSULTANTS | ADVENT PARTNERS | ABIDING WEALTH PARTNERS | 5280 ASSOCIATES
CRD#: 304569 / SEC#: 801-117013
RIA
Registered Investment Advisory firm - (7/24/2019 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Oregon(7/29/2020)
RR
Oregon(8/13/2024)
IAR
Texas(8/19/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
THRIVENT ADVISOR NETWORK, LLC
49 FINANCIAL GROUP | TM3 WEALTH | THRIVENT ADVISOR NETWORK, LLC | SOLOMON PRIVATE WEALTH | SEA GLASS WEALTH ADVISORS | RETIREPATH ADVISORS | PRAIRIEVIEW WEALTH PARTNERS | PITON WEALTH | PERSPECTIVE PLANNING PARTNERS | PERSPECTIVE FINANCIAL SERVICES | PASSAGE WEALTH | PARABLE WEALTH PARTNERS | PALOMAR WEALTH | NORTH OAKS FINANCIAL GROUP | M25 ADVISORS | LOUIS C. CILIBERTI & ASSOCIATES, LTD | LIGHTHOUSE WEALTH PARTNERS | LANDMARK WEALTH MANAGEMENT GROUP | KEIL FINANCIAL PARTNERS | INTENTGEN FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | HILLCREST FINANCIAL GROUP | EVEXIA WEALTH | CROSSROADS FINANCIAL GROUP | CONCOURS CAPITAL ADVISORS | CEDAR COVE WEALTH PARTNERS | AWAKEN WEALTH PARTNERS | ARBORBROOK FINANCIAL CONSULTANTS | ADVENT PARTNERS | ABIDING WEALTH PARTNERS | 5280 ASSOCIATES
CRD#: 304569 / SEC#: 801-117013
RIA
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Contact information
Main Address
600 Portland Avenue South, Minneapolis, MN 55415
Mailing Address
Phone number
(612) 844-8444
Established
Firm type
Fiscal year end
# of Employees
139
SEC notice filing (47 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 28,545 |
| AUM (Assets Under Management) | $ 6,648,306,479 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
THRIVENT ADVISOR NETWORK, LLC
CRD#: 304569Corvallis, OR 97330TRUST BUT VERIFY
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