Charles Dylan Owens

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 03/2019 → 10/2025
  Paradise Watersports
  Panama City, FL
• 08/2021 → 04/2022
  Gaines Street Pies
  Tallahassee, FL
• 05/2016 → 10/2018
  Uncle Ernies Bar And Grill
  Panama City, FL
• 11/2018 → 05/2019
  Los Antojitos Mexican Restaurant
  Panama City, FL
• 06/2019 → 07/2019
  Rio Grande Mexican Restaurant
  Denver, CO
• 10/2025 → 11/2025
  Owens Wealth Management
  Panama City, FL
• 11/2025 → Present
  Owens Wealth Management
  Panama City, FL
• 02/2024 → 12/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2026 → Present
  Florida Parasail Company
  Panama City Beach, FL
• 04/2026 → Present
  Nfg Brokerage
  Panama City, FL

Other Businesses

1. NAME OF OTHER BUSINESS: OWENS WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 11/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 28 APX NUMBER OF HOURS DURING TRADING HOURS: 28 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 2. FLORIDA PARASAIL COMPANY INVESTMENT RELATED: NO ADDRESS: 7833 MCELVEY RD PANAMA CITY BEACH FL 32408; NATURE OF BUSINESS: PARASAILING START DATE: 4/1/2026 POSITION/TITLE/RELATIONSHIP: BOAT CAPTAIN APX NUMBER OF HOURS PER WEEK: 7 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: GIVING PARASAILING AND BANANA BOAT RIDES 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 3/10/2026; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 4. NAME OF OTHER BUSINESS: NFG BROKERAGE INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE SALES START DATE: 4/1/2026 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: HEALTH AND LIFE INSURANCE SALES

Exams

• S66 Uniform Combined State Law Examination
  2026-02-20

Other Names

• Charlie Dylan Owens