Myron Anthony Owens

Current Employers

Employment History

• 11/1993 → Present
  Ohio National Life
  Cincinnati, OH
• 06/1999 → Present
  Strategic Legacy Advisors, Inc.
  Lincoln, NE
• 03/2015 → 03/2019
  Questar Capital
  Minneapolis, MN
• 03/2015 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Lincoln, NE
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Lincoln, NE
• 01/2024 → Present
  Osaic Wealth, Inc.
  Omaha, NE

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Omaha, NE
  Lincoln, NE
• 2015-03-20 → 2019-03-01
  Questar Asset Management, Inc.
  Omaha, NE
  Minneapolis, MN
  Lincoln, NE
• 2012-05-29 → 2015-02-19
  Girard Securities, Inc.
  Omaha, NE
  Wallace, NE
  Lincoln, NE
  San Diego, CA
  Wahoo, NE
  Omaha, NE
  Wauneta, NE
  Columbus, NE
• 2007-07-27 → 2010-09-17
  Strategic Legacy Advisors, Inc.
  Lincoln, NE
• 2001-03-22 → 2007-07-26
  Qa3 Financial Llc
  Lincoln, NE

Other Businesses

1. STRATEGIC LEGACY ADVISORS POS: Pres NATURE: DBA name INVESTMENT RELATED: Yes HRS: 140 SEC TRADING HRS: 80 START DATE: 3/1/01 ADDY Omaha, NE 68154 DESCRIPT: Financial planning, special emphasis on succession, income/estate tax 2. JMO MGMT INC POS: Pres/Owner NATURE: Corp INVESTMENT RELATED: No HRS: 3 SEC TRADING HRS: 0 START DATE: 7/19/17 ADDY: Omaha, NE 68144 DESCRIPT :some writing of checks from various entities we are involved in to pay the management fees to this entity 3. STRATEGIC RISK MANAGEMENT GROUP INC POSITION: President NATURE: S corp that does service some fixed life insurance emphasis on risk management including income tax analysis, tax strategies. mediation. preparation and filing. PTIN number with the IRS is P02046290. Will file approximately seventy five individual returns. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 08/10/1989 ADDRESS: 10831 Old Mill Road Suite 200b, Omaha NE 68154, United States DESCRIPTION: I do spend some time on estate planning, income tax strategies, planning and mediation. I will most likely prepare between 50 to 100 Federal and State income tax returns. I also may prepare 5-10 form 990 for non profit entities. 4. RMD GROUP LLC POS: Managing Partner NATURE: Ownership INVESTMENT RELATED: Yes HRS: 2 SEC TRADING HRS: 1 START DATE: 6/6/14 ADDY: , Omaha, NE 68154 DESCRIPT: Entity for the purpose of owning the office building where our office is, A few other tenants pay us rent 5. STRATEGIC PLANNING PARTNERS POS: Managing Partner NATURE: LLC INVESTMENT RELATED: No HRS: 1 SEC TRADING HRS: 1 START DATE: 1/1/98 ADDY: Omaha, NE 68510 DESCRIPTION: no real duties. My business partner, Royce Ruth handles any activity with income and expenses. 6. OWENS ENTERPRISES INC POS: Pres NATURE: S Corp INVESTMENT RELATED: No HRS: 4 SEC TRADING HRS: 1 START DATE: 3/20/15 ADDY: Omaha, NE 68022 DESCRIPT No duties other processing deposits of income and writing checks for expenses. No other management needed 7. ONE MILLION WELLS POS: Treasurer NATURE: 501(c ) 3 non profit INVESTMENT RELATED: No HRS: 1 SEC TRADING HRS: 0 START DATE: 4/1/21 ADDRESS: Round Rock, TX 78681 DESCRIPT: board member & director in advisory role. Now money mgmt or check writing at this time. I may assist from time to time in fund raising activities and "coach" on income tax issues. 8. OMAHA SKUTT CATHOLIC HIGH SCHOOL POSITION: Board Member NATURE: High School INVESTMENT RELATED: No HOURS: 2 SEC TRADING HRS: 0 START DATE: 9/1/2022 ADDRESS: 3131 South 156th Street, Omaha, NE 68130 DESCRIPT: I serve as a board member 9. ARCHDIOCESE OF OMAHA POSITION: Advisory NATURE: Church INVESTMENT RELATED: No HOURS: 1 SEC TRADING HRS: 0 START DATE: 8/20/2013 ADDRESS: 100 North 62nd Street, Omaha, NE 68132 DESCRIPTION: Quarterly review of the investment reports for the Omaha Archdiocese Education Foundation 10. ELITE BUSINESS STRATEGIES LLC POS: Managing Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HRS: 8 SECURITIES TRADING HOURS: 8 START DATE: 5/30/25 ADDRESS: 10040 Regency Circle, Suite 150, Omaha NE 68114, United States DESCRIPTION: I will provide tax advice to business owners and successful executives. We will model income tax consequences when selling a business, farm or other assets. We will counsel on the effect of taking lump sum from deferred compensation or other similar scenarios. We will show ideas that can legally reduce the income tax consequences. We will counsel on the importance of understanding topics like cost depreciation and cost segregation. We will also counsel on the use of trusts in income tax and estate planning, how to have beneficiaries structured. We will show the use of qualified opportunity zones, section 664 trusts, and the use of section 453. The firm will also prepare the necessary tax returns for trusts including 1041, 5227 and K1.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-03-05
• S63 Uniform Securities Agent State Law Examination
  1989-05-12

Designations

Other Names

• Myron A Owens
• Mike Owens