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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2026-01-12
TX RA APPROVED 2026-01-12
  • IA RA
    APPROVED
    Since 2026-01-12
  • TX RA
    APPROVED
    Since 2026-01-12

Branch Locations

1415 28Th Street Suite 335, West Des Moines, IA 50266 • 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
Hefner Financial Grimes IA 11/2005 01/2026
Commonwealth Financial Network Waltham MA 05/2006 01/2026
Raymond James Financial Services, Inc. West Des Moines IA 01/2026 Present
Raymond James Financial Services Advisors, Inc. West Des Moines IA 01/2026 Present
Previous Registrations
Other Businesses

(1)Name of Business: Hefner Financial, Inc. Address: 1415 28th St Ste 335, West Des Moines, IA, 50266-1484, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 01/01/2006 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Investment Advisor and provide financial planning to clients. (2)Name of Business: Owen Aviation Services, LLC Address: 32945 210th Street, Dallas Center, IA, 50063, United States Activity Type: Accounting/CPA Position/Title: Bookkeeper, Owner/Proprietor Investment Related: No Start Date: 04/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I do book-keeping for the company that my husband operates (3)Name of Business: Owen Farms Address: 32945 210th Street, Dallas Center, IA, 50063, United States Activity Type: Accounting/CPA Position/Title: Bookkeeper, Owner/Proprietor Investment Related: No Start Date: 01/01/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I do book work for my husband's farming operation (4)Name of Business: Owen Homes & Construction Address: 32945 210th Street, Dallas Center, IA, 50063, United States Activity Type: Accounting/CPA Position/Title: Bookkeeper, Owner/Proprietor Investment Related: No Start Date: 01/01/2003 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I do book work for my husband's company (5)Name of Business: Owen Trucking Services, LLC Address: 32945 210th Street, Dallas Center, IA, 50063, United States Activity Type: Accounting/CPA Position/Title: Bookkeeper, Owner/Proprietor Investment Related: No Start Date: 05/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I do book-keeping for this company that is owned and operated by my husband. (6)Name of Business: The Bridge Address: 32945 210th Street, Dallas Center, IA, 50063, United States Activity Type: Religious Position/Title: Other Investment Related: Yes Start Date: 01/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I provide investment advice to the Endowment Fund at church. I only provide advice and guidance on the Endowment Fund assets and do not directly manage the funds.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-23
  • S66 Uniform Combined State Law Examination
    2006-08-23
Designations
Other Names
  • Angela Hefner
  • Angela Marie Owen

View on SEC IAPD

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