Colton A Owen
Investment adviser representative at Financial Synergies
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.8BFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Financial SynergiesAug 2023 to now
- Financial Synergies Wealth AdvisorsJun 2023 to now
- Texas A&mAug 2022 to Jun 2023
- Financial Synergies Wealth AdvisorsJun 2022 to Aug 2022
- Faithbridge ChurchMay 2021 to Aug 2021
- Sky Ranch Summer CampsJun 2020 to Jul 2020
- StudentJun 2013 to Jun 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Financial Synergies
Legal name: Financial Synergies Wealth Advisors, Inc.
$1.8BAssets managed
928Clients
17Advisers
39 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
- 7774111
- Firm CRD
- 105643