Unclaimed Profile

Michael Phillip Owen

LEGACY PLANNING GROUP·MIDVALE, Utah

SIE, Series 6TO, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 66Clean record17 years registeredLEGACY PLANNING GROUP

6770 SOUTH 900 EAST, MIDVALE, UT 84047-1726CRD# 3128258Firm CRD# 145130

Profile Verification

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

Identity

Michael Phillip Owen · MIDVALE, UT

Registration

CRD #3128258 · LEGACY PLANNING GROUP · 17 years registered

Brand Profile

Not yet started

Career History

LPG CAPITAL MANAGEMENT

Aug 2018 – present

LONE PEAK CAPITAL MANAGEMENT, LLC

Jan 2017 – Jul 2018

DRAPER, UT

LEGACY PLANNING GROUP

Nov 2008 – Oct 2018

DRAPER, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · November 24, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEGACY PLANNING GROUP

CRD 145130 · SEC 801-70073

AUM

$42M

Regulatory assets under management

Employees

538 client accounts

Services offered by LEGACY PLANNING GROUP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other advisory services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEGACY PLANNING GROUP →

Introduction

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Frequently Asked Questions

What services does Michael Phillip Owen offer?

Michael Phillip Owen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MIDVALE, Utah for a consultation.

What are Michael Phillip Owen's credentials?

Michael Phillip Owen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Phillip Owen located?

Michael Phillip Owen is based in MIDVALE, Utah, working with LEGACY PLANNING GROUP. Their office serves clients in the MIDVALE metropolitan area and surrounding communities.

How does Michael Phillip Owen charge for services?

Michael Phillip Owen'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 LEGACY PLANNING GROUP?

LEGACY PLANNING GROUP has approximately 1 employees and manages $42M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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