Justin M. Owen

OUTLIER FINANCIAL PARTNERS

SAN ANGELO, TX 76903

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CRD#: 6395635

Professional summary

Justin Michael Owen is a registered financial advisor currently at OUTLIER FINANCIAL PARTNERS, LLC located in San Angelo, Texas.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Justin has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

I am a full time employee with Goodyear Tire & Rubber. My title is with this company is an Engineering Technician. It is fully unrelated to financial or investment matters. Nature of the business is tire development and my role is research & development / tire testing. My start date was 4/24/2017. I work full time, M-F 7am-3:30pm. The address is 11570 US 270 San Angelo, Tx 76905

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Michael 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®

None

Experience

Current

June 7, 2024 - Present

OUTLIER FINANCIAL PARTNERS, LLC

Office #1: 133 W Concho Ave, Suite 207, San Angelo, TX 76903

RIA

CRD#: 330474

SAN ANGELO, TX

Past

February 26, 2021 - December 31, 2024

OWEN FINANCIAL PLANNING, LLC

RIA

CRD#: 291749

SAN ANGELO, TX

Past

January 27, 2020 - December 31, 2020

OWEN FINANCIAL PLANNING, LLC

RIA

CRD#: 291749

SAN ANGELO, TX

Past

August 16, 2018 - December 31, 2019

OWEN FINANCIAL PLANNING, LLC

RIA

CRD#: 291749

SAN ANGELO, TX

Past

September 19, 2014 - December 1, 2015

MILLER PREMIER INVESTMENT PLANNING LLC

RIA

CRD#: 144062

MIDLOTHIAN, TX

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

Texas
(6/7/2024)

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

IAR

Series 65

Date: 7/14/2018

Uniform Investment Adviser Law Examination

Current Firm

OUTLIER FINANCIAL PARTNERS, LLC

CRD#: 330474 / SEC#:

Texas

Registered Investment Advisory firm - (6/7/2024 Approved)

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Contact information

Main Address

133 W Concho Ave, Suite 207, San Angelo, TX 76903

Mailing Address

Phone number

(325) 223-2800

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	277
AUM (Assets Under Management)	$ 17,889,535

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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Justin M. Owen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Michael Owen's CRS (Customer Relationship Summary).

Certified licenses

Experience

OUTLIER FINANCIAL PARTNERS, LLC

OWEN FINANCIAL PLANNING, LLC

OWEN FINANCIAL PLANNING, LLC

OWEN FINANCIAL PLANNING, LLC

MILLER PREMIER INVESTMENT PLANNING LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/14/2018

Current Firm

OUTLIER FINANCIAL PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OUTLIER FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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