Andrew Kenneth Owen

Employer firm

Sequoia Financial Group, L.l.c. CRD 117756

$32.2B regulatory AUM 100 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2021 → 03/2021
  Lsb Capital Management, Llc
  Clive, IA
• 12/2018 → 03/2021
  Lincoln Savings Bank
  Clive, IA
• 05/2018 → 12/2018
  Bit To Byte, Llc
  Ames, IA
• 05/2017 → 08/2017
  Miles Capital
  West Des Moines, IA
• 01/2017 → 01/2020
  Red Lobster
  Ames, IA
• 03/2016 → 01/2017
  Casey's General Store
  Ames, IA
• 08/2015 → 05/2018
  Iowa State University
  Ames, IA
• 03/2021 → 05/2022
  Lsb Capital Management, Llc
  Clive, IA
• 05/2022 → 12/2024
  Carlson Capital Management Llc
  Rochester, MN
• 01/2025 → 03/2025
  Carlson Capital Management Llc
  Rochester, MN
• 03/2025 → Present
  Sequoia Financial Group, Llc
  Akron, OH

Previous Registrations

• 2023-11-27 → 2025-05-15
  Carlson Capital Management, Llc
  Rochester, MN
  Bloomington, MN
• 2021-03-10 → 2021-06-18
  Lsb Wealth Management
  Ankeny, IA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-10

Designations

• Certified Financial Planner

Other Names

• Drew Kenneth Owen
• Andrew Owen