Benjamin William Owens
Investment adviser representative at Cooper/haims Advisors, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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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
- Pension consulting
Experience
14 years in the industry.
- Cooper/haims Advisors, LLCJun 2019 to now
- Suny GeneseoAug 2015 to Jun 2019
- Access FcuJun 2012 to Jun 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Cooper/haims Advisors, LLC
$1.2BAssets managed
527Clients
9Advisers
23 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
- 7452093
- Firm CRD
- 124122