Kal Owen
Investment adviser representative at Four Quadrant Wealth Advisors, Inc.
16 yearsExperience
1 stateRegistered in
$219MFirm assets
4 yearsFirm in business
Are you Kal Owen? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Four Quadrant Wealth Advisors, Inc.Dec 2021 to now
- Indiana Army National GuardJun 2010 to now
- First Command Advisory Services, Inc.Jan 2020 to Dec 2021
- First Command Financial Planning, Inc.Jan 2020 to Dec 2021
- First Command Insurance Services, Inc.Jan 2020 to Dec 2021
- First CommandApr 2019 to Jan 2020
- Permar SecurityAug 2018 to Oct 2018
- Tba & Oil WarehouseJun 2017 to Jun 2018
- Geodis LogisticsNov 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (IN).
Four Quadrant Wealth Advisors, Inc.
$219MAssets managed
100Clients
8Advisers
4 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
- 7100521
- Firm CRD
- 130753