AdvisorOS Directory
Claim Profile
Unclaimed Profile
AO

Andrew Nelson Owen

ALLSPRING FUNDS MANAGEMENT, LLC·CHARLOTTE, North Carolina
SIE, Series 7, Series 24, Series 63Clean recordALLSPRING FUNDS MANAGEMENT, LLC
1415 VANTAGE PARK DRIVE, CHARLOTTE, NC 28203CRD# 4782698Firm CRD# 110841

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Nelson Owen · CHARLOTTE, NC
Registration
CRD #4782698 · ALLSPRING FUNDS MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ALLSPRING FUNDS MANAGEMENT, LLC
CRD 110841 · SEC 801-58237
AUM
$300.8B
Regulatory assets under management
Employees
513
8,078 client accounts
Services offered by ALLSPRING FUNDS MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at ALLSPRING FUNDS MANAGEMENT, LLC →
Introduction

Speak with Andrew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Andrew is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHARLOTTE?

Browse all registered financial advisors in CHARLOTTE, North Carolina or claim this profile if it's yours.

Browse CHARLOTTE AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Andrew Nelson Owen offer?
Andrew Nelson Owen specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Andrew Nelson Owen's credentials?
Andrew Nelson Owen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Nelson Owen located?
Andrew Nelson Owen is based in CHARLOTTE, North Carolina, working with ALLSPRING FUNDS MANAGEMENT, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Andrew Nelson Owen charge for services?
Andrew Nelson Owen's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLSPRING FUNDS MANAGEMENT, LLC?
ALLSPRING FUNDS MANAGEMENT, LLC has approximately 513 employees and manages $300.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ALLSPRING FUNDS MANAGEMENT, LLC

Karla Marie Rabusch
SAN FRANCISCO, CA
A Erdem Cimen
SAN FRANCISCO, CA
Debra Ann Early
SAN FRANCISCO, CA

More Advisors in CHARLOTTE, North Carolina

David Alan Boyer
CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC·CHARLOTTE, NC
Frank Staunton Harkins
WESTEND ADVISORS, LLC·CHARLOTTE, NC
James Andrew Bailey
CARITAS CAPITAL, LLC·CHARLOTTE, NC
Joshua T Reichard
REICHARD CAPITAL, LLC·CHARLOTTE, NC
Brian Christopher Hubbell
HUBBELL CONSULTING, LLC·CHARLOTTE, NC
Don Gus Stamas
DEFENDER CAPITAL LLC·CHARLOTTE, NC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
RALEIGH (174)GREENSBORO (75)ASHEVILLE (54)CHAPEL HILL (38)DURHAM (37)WILMINGTON (29)WINSTON-SALEM (26)CORNELIUS (14)CARY (13)HUNTERSVILLE (13)
City Guides
RALEIGH GuideGREENSBORO GuideASHEVILLE GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Request removal of this profile