Unclaimed Profile

Mark Edward Stratton

OWLFI RIA LLC·LENEXA, Kansas

SIE, Series 7, Series 24, Series 63, Series 66Clean record13 years registeredOWLFI RIA LLC

8725 ROSEHILL, LENEXA, KS 66215CRD# 1894252Firm CRD# 311854

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Edward Stratton · LENEXA, KS

Registration

CRD #1894252 · OWLFI RIA LLC · 13 years registered

Brand Profile

Not yet started

Career History

PRIVATE CLIENT ADVISOR GROUP, LLC

May 2024 – present

OWLFI

Jan 2022 – Aug 2024

Palm City, FL

MOTIV8 INVESTMENTS LLC

Sep 2017 – Jan 2022

STUART, FL

LPL FINANCIAL LLC

Oct 2012 – Jan 2017

MASSAPEQUA, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · October 2, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OWLFI RIA LLC

CRD 311854 · SEC 801-122910

AUM

$125M

Regulatory assets under management

Employees

749 client accounts

Services offered by OWLFI RIA LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OWLFI RIA LLC →

Introduction

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Frequently Asked Questions

What services does Mark Edward Stratton offer?

Mark Edward Stratton specializes in Financial Planning, Investment Management. Contact their office in LENEXA, Kansas for a consultation.

What are Mark Edward Stratton's credentials?

Mark Edward Stratton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Edward Stratton located?

Mark Edward Stratton is based in LENEXA, Kansas, working with OWLFI RIA LLC. Their office serves clients in the LENEXA metropolitan area and surrounding communities.

How does Mark Edward Stratton charge for services?

Mark Edward Stratton's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OWLFI RIA LLC?

OWLFI RIA LLC has approximately 17 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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