Owen Michael Tew
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
16 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- United Planners' Financial Services of America A Limited PartnerAug 2026 to now
- United Planners Financial ServicesJul 2026 to now
- Investment Center Inc.Apr 2026 to now
- TransamericaMay 2025 to Aug 2025
- St. Stephen the Witness Catholic Student CenterAug 2024 to Apr 2026
- Archdiocese of DubuqueMay 2024 to Aug 2024
- Home DepotFeb 2024 to Jan 2025
- University of Northern IowaAug 2023 to May 2026
- Philmont Scout RanchMay 2023 to Aug 2023
- Hagie ManufacturingMay 2022 to Aug 2022
- Illinois Seed Foundation Inc.Jun 2019 to Aug 2019
- Clarion Goldfield Dows Community School DistrictAug 2010 to May 2023
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IA).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 8252835
- Firm CRD
- 20804