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Owen Arn

Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
  • Seminars and workshops

Experience

12 years in the industry.

  1. LPL Financial LLCJun 2025 to now
  2. Crooks & Company Financial ManagementJun 2025 to now
  3. Oregon Parks ForeverMay 2024 to Aug 2024
  4. The State RestaurantSep 2022 to Apr 2023
  5. ReiMay 2022 to Aug 2023
  6. Pdx Reign BasketballApr 2022 to Aug 2022
  7. University of RedlandsSep 2021 to Apr 2025
  8. Portland Pickles BaseballMay 2021 to Aug 2025
  9. KrogerMay 2020 to Aug 2020
  10. Sugarpine Drive-inJul 2019 to Sep 2019
  11. Sam Barlow High SchoolSep 2017 to Jun 2021
  12. West Orient Middle SchoolSep 2014 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (OR).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
8125879
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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