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Owen Thomas Stewart

MACRO FINANCIAL ADVISORS, INC·LINCOLN, Nebraska
Series 6, Series 7, Series 63, Series 65Clean record25 years registeredMACRO FINANCIAL ADVISORS, INC
2935 PINE LAKE RD., SUITE F, LINCOLN, NE 68516CRD# 2161641Firm CRD# 127586

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Owen Thomas Stewart · LINCOLN, NE
Registration
CRD #2161641 · MACRO FINANCIAL ADVISORS, INC · 25 years registered
Brand Profile
Not yet started
01

Career History

MACRO WEALTH ADVISORS, INC.
Jan 2001 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · January 1, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MACRO FINANCIAL ADVISORS, INC
CRD 127586 · SEC 801-69057
AUM
$28M
Regulatory assets under management
Employees
6
309 client accounts
Services offered by MACRO FINANCIAL ADVISORS, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MACRO FINANCIAL ADVISORS, INC →
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05

Frequently Asked Questions

What services does Owen Thomas Stewart offer?
Owen Thomas Stewart specializes in Financial Planning, Investment Management. Contact their office in LINCOLN, Nebraska for a consultation.
What are Owen Thomas Stewart's credentials?
Owen Thomas Stewart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Owen Thomas Stewart located?
Owen Thomas Stewart is based in LINCOLN, Nebraska, working with MACRO FINANCIAL ADVISORS, INC. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.
How does Owen Thomas Stewart charge for services?
Owen Thomas Stewart'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 MACRO FINANCIAL ADVISORS, INC?
MACRO FINANCIAL ADVISORS, INC has approximately 6 employees and manages $28M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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