Brad Travis
Investment adviser representative at Owen Larue Financial Group
42 yearsExperience
1 stateRegistered in
$458.9MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
42 years in the industry.
- Owen Larue Financial GroupApr 2025 to now
- Buckles, Travis & Hart PllcAug 1984 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (KY).
Owen Larue Financial Group
Legal name: Owen Larue, LLC
$458.9MAssets managed
861Clients
4Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2509523
- Firm CRD
- 289436