Owen Michael Tew

$12.8B regulatory AUM 483 advisory clients

Reported services (Item 5G)

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

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

Authority	Category	Status	Date
IA	RA	APPROVED	2026-08-24

Branch Locations

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

Organization	City	State	From	To
Illinois Seed Foundation Inc.	Clarion	IA	06/2019	08/2019
Hagie Manufacturing	Clarion	IA	05/2022	08/2022
Philmont Scout Ranch	Cimarron	NM	05/2023	08/2023
Home Depot	Waterloo	IA	02/2024	01/2025
Archdiocese Of Dubuque	Dubuque	IA	05/2024	08/2024
St. Stephen The Witness Catholic Student Center	Cedar Falls	IA	08/2024	04/2026
Investment Center Inc.	Independence	IA	04/2026	Present
University Of Northern Iowa	Cedar Falls	IA	08/2023	05/2026
Clarion Goldfield Dows Community School District	Clarion	IA	08/2010	05/2023
Transamerica	Cedar Rapids	IA	05/2025	08/2025
United Planners Financial Services	Scottsdale	AZ	07/2026	Present

06/2019 → 08/2019

Illinois Seed Foundation Inc.

Clarion, IA
05/2022 → 08/2022

Hagie Manufacturing

Clarion, IA
05/2023 → 08/2023

Philmont Scout Ranch

Cimarron, NM
02/2024 → 01/2025

Home Depot

Waterloo, IA
05/2024 → 08/2024

Archdiocese Of Dubuque

Dubuque, IA
08/2024 → 04/2026

St. Stephen The Witness Catholic Student Center

Cedar Falls, IA
04/2026 → Present

Investment Center Inc.

Independence, IA
08/2023 → 05/2026

University Of Northern Iowa

Cedar Falls, IA
08/2010 → 05/2023

Clarion Goldfield Dows Community School District

Clarion, IA
05/2025 → 08/2025

Transamerica

Cedar Rapids, IA
07/2026 → Present

United Planners Financial Services

Scottsdale, AZ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-08-22

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