Rodney Garrett Owen
Investment adviser representative at Hb Wealth
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$30.2BFirm assets
Are you Rodney Garrett 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Hb WealthJan 2025 to now
- Hb Wealth Management, LLCJan 2024 to now
- Grant ThortonOct 2021 to Dec 2023
- StudentAug 2016 to Oct 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (GA).
Hb Wealth
Legal name: Hb Wealth Management, LLC
$30.2BAssets managed
5,459Clients
168Advisers
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
- 8004564
- Firm CRD
- 316731