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William D Cann

Owen Larue Financial Group

Elizabethtown, KY

Elizabethtown, KY

CRD 5362475

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Employer firm

Owen Larue Financial Group CRD 289436

$459M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Owen Larue Financial Group

2907 Ring Road, Elizabethtown, KY 42701 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2024-02-10
  • KY RA
    APPROVED
    Since 2024-02-10

Branch Locations

2907 Ring Road, Elizabethtown, KY 42701 • United States

1808 North Dixie, Elizabethtown, KY 42701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Cecilian Bank Elizabethtown KY 05/2009 Present
Owen Larue Financial Group Elizabethtown KY 01/2024 Present
Other Businesses

Name: ABC Real Estate Investment, LLC, Address: 159 Columbus Drive, Elizabethtown, KY, Not investment related, Nature: Real Estate Investment, Hours per Month: 5 (some time during market hours), Duties: Find residential real estate investment opportunities for potential investment. Name: The Cecilian Bank, Investment Related, Address: 1808 North Dixie Avenue, Elizabethtown, KY 42701, Nature: Banking, Position:Chief Investment Officer/Commercial Lending Specialist, Hours Per month:173, During Market Hours: 8, Duties: Manage Bank Investment Portfolio and Loan Officer Name: Lincoln Association of Baptists, Not Investment Related, Address: 500 College Street Road Elizabethtown, KY 42701, Nature: Compose Policies & Procedures for Expenditures of Interest & Dividends Earned for Selling Property, Position/Title/Relationship: Stewardship Team, Hours: .5 per month, 0 during trading hours, Duties: Policies & Procedures for Expenditures

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-09
S63 Uniform Securities Agent State Law Examination 2007-07-13
  • S65 Uniform Investment Adviser Law Examination
    2024-02-09
  • S63 Uniform Securities Agent State Law Examination
    2007-07-13
Other Names
  • Billy Dale Cann

View on SEC IAPD

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