Phillip Max Owens

Current Employers

Employment History

• 09/2012 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 09/2012 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 11/2023
  Woodbury Financial Services, Inc.
  Grand Rapids, MI
• 11/2023 → Present
  Regulus Financial Group, Llc
  Kentwood, MI
• 11/2023 → Present
  Regal Investment Advisors, Llc
  Kentwood, MI

Previous Registrations

• 2019-03-01 → 2023-11-15
  Woodbury Financial Services, Inc.
  Grand Rapids, MI
  Greenville, MI
• 2012-09-12 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Comstock Park, MI
• 2011-10-25 → 2012-09-10
  Woodbury Financial Services, Inc.
  Greenville, MI
  Greenville, MI

Other Businesses

Business Name: Owens Financial Group, LLC - Investment Related: Yes - Address: 4829 E. Beltline NE, Suite 100, Grand Rapids, MI 49525 - Nature of Business: Registered Rep Activities through Regulus Financial Group, LLC using a DBA name; Investment Advisory Activities through Regal Investment Advisors, LLC using a DBA name; Insurance - Title or Relationship: Insurance Agent/Registered Representative/Investment Advisor Representative - Start Date: 11/13/2023 - Hours per month: 160 - Hours per month during trading hours: 130 - Duties: Provide financial and insurance services. Business Name: Owens Properties, LLC - Investment Related: No - Address: 4829 E. Beltline NE, Suite 100, Grand Rapids, MI 49525 - Nature of Business: Owns farm and hunting land - Title or Relationship: Part Owner - Start Date: 10/8/2020 - Hours per month: 5 - Hours per month during trading hours: 5 - Duties: Part owner of hunting and farming land. Business Name: TruAim Properties, LLC - Investment Related: No - Address: 6472 Tanglewood Dr SE, Grand Rapids, MI 49546 - Nature of Business: Partnership that owns office buiding - Title or Relationship: Part Owner - Start Date: 10/22/2019 - Hours per month: 1 - Hours per month during trading hours: 0 - Duties: Part owner of office building. Business Name: Fred Haight Agency - Investment Related: No - Address: 219 Superior St, Muir, MI 48860 - Nature of Business: Property and Casualty Insurance Agency - Title or Relationship: License Only Agent (P&C) - Start Date: 10/04/2012 - Hours per month: 4 - Hours per month during trading hours: 4 - Duties: Refer Business to agency to address client property and casualty business only. Business Name: Lincoln Lake Baptist Youth Camp - Investment Related: No - Address: 15113 Lincoln Lake Ave, Gowen, MI 49326 - Nature of Business: Non-profit Corporation - Title or Relationship: Executive Board Member - Start Date: 1/1/2018 - Hours per month: 5 - Hours per month during trading hours: 5 - Duties: Attend meetings for leadership and direction of camp. Business Name: Greater Armory Association - Investment Related: No - Address: 1650 House St, Belmont, MI 49306 - Nature of Business: Army National Guard - Title or Relationship: Board Member - Start Date: 1/1/2018 - Hours per month: 1 - Hours per month during trading hours: 1 - Duties: Attend meetings. Business Name: 126th Regiment Association - Investment Related: No - Address: 1200 44th St SW, Wyoming, MI 49509 - Nature of Business: Army National Guard - Title or Relationship: Board Member - Start Date: 1/1/2018 - Hours per month: 1 - Hours per month during trading hours: 1 - Duties: Attend meetings. Business Name: Pines Office Park Condo Association - Investment Related: No - Address: 4829 East Beltline NE, Grand Rapids, MI 49525 - Nature of Business: Office Condo Association - Title or Relationship: Board Member - Start Date: 4/2/2025 - Hours per month: 4 - Hours per month during trading hours: 2 - Duties: Attend meetings and assist vice-president.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-07-07

Designations