RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
B•••••• H•••• O••••
- Title
- Director of Financial Planning, CFP®reportedljiwm.comfirm site, Sep 15, 2026
- Professional profile
- ljiwm.com/team/brad-owensreportedljiwm.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- L•• W••••• M••••••••• L•• independent RIA currentsince Mar 5, 2012 · Indianapolis, In
- S••••• W••••• A•••••••• I••• no RAUMJan 3, 2012 to Feb 28, 2012 · Indianapolis, In
- C•••••• S••••• • C••• I••• national BDOct 8, 2009 to Dec 31, 2011 · Fishers (Indianapolis), In
- L•• W••••• M••••••••• L•• independent RIANov 4, 2008 to Sep 30, 2009 · Indianapolis, In
- O•• F•••••••• formerJul 17, 2007 to Jan 26, 2009 · Indianapolis, In
- C•••• I••••••••• S••••••• C•••• formerJul 6, 2005 to Dec 8, 2005 · Chicago, Il
- B••• O•• S••••••••• C••••••••• unclassifiedMar 17, 2003 to Jul 6, 2005 · Indianapolis, In
- C••• F•••••••• S•••••••• L••• formerNov 6, 2002 to Feb 25, 2003 · Fishers, In
- S••••• W••••• A•••••••• I••• to L•• W••••• M••••••••• L••left Feb 28, 2012, registered Mar 5, 2012 (6 days) · Other
- C•••••• S••••• • C••• I••• to S••••• W••••• A•••••••• I•••left Dec 31, 2011, registered Jan 3, 2012 (3 days) · corporate re-registration, not a move
- L•• W••••• M••••••••• L•• to C•••••• S••••• • C••• I•••left Sep 30, 2009, registered Oct 8, 2009 (8 days) · Other
- O•• F•••••••• to L•• W••••• M••••••••• L••left Jan 26, 2009, registered Nov 4, 2008 (-83 days) · Other
- C•••• I••••••••• S••••••• C•••• to O•• F••••••••left Dec 8, 2005, registered Jul 17, 2007 (586 days) · Other
- B••• O•• S••••••••• C••••••••• to C•••• I••••••••• S••••••• C••••left Jul 6, 2005, registered Jul 6, 2005 (0 days) · corporate re-registration, not a move
- C••• F•••••••• S•••••••• L••• to B••• O•• S••••••••• C•••••••••left Feb 25, 2003, registered Mar 17, 2003 (20 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address