top of page


Investment advisory services offered through AE Wealth Management, a Securities and Exchange Commission Registered Investment Advisor firm. Owens Financial Group, LLC and AE Wealth Management are not affiliated firms. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.  Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.  Past performance may not be indicative of future results. AE Wealth Management, its affiliates, and its investment adviser representatives do not provide legal, tax, or accounting advice. You should consult your legal and/or tax professionals before making any financial decisions. Please be advised that you may conduct securities transactions only by speaking directly with your Investment Advisor Representative either by phone or in person.  No information or material presented on this website is intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. AE Wealth Management offers a broad range of investment advisory (including financial planning) and other services. 

Insurance and annuities offered through Owens Financial Group, LLC: KS Lic #834387246, IL Lic# 19094788, MO Lic#8473361 WI Lic#3001016517.  Please be advised that the securities advice offered, securities transactions conducted and assets under management services rendered by AE Wealth Management are not:







Form CRS

Privacy Notice

Form 2A

Wrap Brochure

Are Not FDIC Insured
Are Not Bank Guaranteed
May Lose Value
Are Not Deposits
Are Not Insured by Any Federal Government Agency
Are Not a Condition to Any Banking Service or Activity
bottom of page