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Owen Thomas Stewart

MACRO FINANCIAL ADVISORS, INC·LINCOLN, Nebraska
Clean recordMACRO 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Owen Thomas Stewart is a registered financial advisor based in LINCOLN, Nebraska, affiliated with MACRO FINANCIAL ADVISORS, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MACRO FINANCIAL ADVISORS, INC
MACRO FINANCIAL ADVISORS, INC
AUM
$28M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MACRO FINANCIAL ADVISORS, INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2161641
Firm CRD# 127586
View on FINRA BrokerCheck →

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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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Other Advisors at MACRO FINANCIAL ADVISORS, INC

Mark Duane Spiers
LINCOLN, NE

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Research
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