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Arthur Brant Owens

Vanweelden Wealth Management, LLC

West Chester Township, OH

CRD 2405056

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Employer firm

Vanweelden Wealth Management, LLC CRD 290308

$136M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Vanweelden Wealth Management, Llc

8905 Cincinnati Dayton Rd, West Chester Township, OH 45069 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-05-20
  • OH RA
    APPROVED
    Since 2025-05-20

Branch Locations

8905 Cincinnati Dayton Rd, West Chester Township, OH 45069 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Protective Life Insurance Cincinnati OH 06/2006 06/2022
Investment Distributors, Inc. Cincinnati OH 01/2022 07/2022
Cuso Financial Services, L.P. Cincinnati OH 07/2022 08/2022
Edward Jones Florence KY 08/2022 05/2025
Vanweelden Wealth Management, Llc West Chester Township OH 05/2025 Present
Concourse Financial Group Securities, Inc. Cincinnati OH 10/2006 01/2022
  • 06/2006 → 06/2022
    Protective Life Insurance
    Cincinnati, OH
  • 01/2022 → 07/2022
    Investment Distributors, Inc.
    Cincinnati, OH
  • 07/2022 → 08/2022
    Cuso Financial Services, L.P.
    Cincinnati, OH
  • 08/2022 → 05/2025
    Florence, KY
  • 05/2025 → Present
    West Chester Township, OH
  • 10/2006 → 01/2022
    Concourse Financial Group Securities, Inc.
    Cincinnati, OH
Previous Registrations
  • 2022-08-22 → 2025-05-06
    Newport, KY
    Newport, KY
    Florence, KY
    Newport, KY
    St Louis, MO
    St Louis, MO
    Cincinnati, OH
  • 2022-07-06 → 2022-08-09
    Cuso Financial Services, L.P.
    Cincinnati, OH
Other Businesses

1) Licensed insurance agent; Not investment-related; 8905 Cincinnati Dayton Rd, West Chester Township, OH, 45069; Insurance sales; Implementation of insurance recommendations; 16 hours per month, 0 during trading hours; Licensed insurance agent

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-12-27
S65 Uniform Investment Adviser Law Examination 1999-12-30
  • S63 Uniform Securities Agent State Law Examination
    2007-12-27
  • S65 Uniform Investment Adviser Law Examination
    1999-12-30
Designations
  • Certified Financial Planner
Other Names
  • Brant Owens
  • Brant Owens

View on SEC IAPD

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