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Robert Larue

Advisor at Owen LaRue Financial Group

Updated today

Location

Elizabethtown, KY 42701

Credentials

Series 63

Industry experience

32 years

About

Robert Larue is a financial advisor with Owen LaRue Financial Group in Elizabethtown, KY, holding a Series 63 designation and bringing 32 years of industry experience. His prior work includes roles at Private Client Services, LLC, Private Advisor Group, LLC, and LPL Financial, LLC. Outside of advising, he is a co-owner of Impellizzeri's Pizza and serves on the boards of the Knox Regional Defense Alliance and the Baptist Health System Foundation. Owen LaRue serves individuals, families, trusts, charitable organizations, institutions, and employer-sponsored retirement plans, offering discretionary portfolio management and comprehensive financial planning. The firm uses a combination of mutual funds, ETFs, structured products, bonds, and equities with both fundamental and technical analysis, and conducts due diligence on third-party managers, incorporating AI tools under human oversight.

Client services

Based on Owen LaRue Financial Group

Financial planning Portfolio management Selection of other advisers Consulting

Expertise

Based on Owen LaRue Financial Group

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Options & derivatives strategies

Occupation focus

Based on Owen LaRue Financial Group

Founder/Business Owner

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Fee options

Fixed

Financial planning fees range from $325 to $15,000, negotiable.

Percentage

Up to 2.50% annually, negotiable and may vary based on account size, complexity, and other factors

Project-based

$325 per hour for financial planning services.

Other

Account minimum: $250,000 Fee-only: Investment management fees based on annual percentage of assets under management, billed quarterly in advance. Financial planning fees range from $325 to $15,000 or $325 per hour, negotiable.

Location

109 W. Poplar Street

Elizabethtown, KY 42701

Most active in

Kentucky

Work history

Owen LaRue Financial Group

2017 - Present (9 years)

Private Client Services, LLC

2017 - 2020 (3 years)

Private Advisor Group, LLC

2014 - 2017 (3 years)

LPL FINANCIAL, LLC aka LINSCO/PRIVATE LEDGER CORP.

1998 - 2017 (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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William C

Series 63, Series 65

Elizabethtown, KY

Owen LaRue Financial Group

William Cann is a financial advisor at Owen LaRue Financial Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Owen LaRue since 2024. Cann also serves as Chief Investment Officer and Commercial Lending Specialist at The Cecilian Bank, where he has been employed since 2009. Outside of finance, he participates in stewardship activities for the Lincoln Association of Baptists. Owen LaRue Financial Group serves individuals, families, trusts, charitable organizations, institutions, and employer-sponsored retirement plans, offering discretionary portfolio management and comprehensive financial planning. The firm uses a mix of mutual funds, ETFs, structured products, bonds, and equities, applying fundamental and technical analysis with periodic rebalancing to meet client objectives and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Options & derivatives strategies Founder/Business Owner
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James O

Series 66

Elizabethtown, KY

Owen LaRue Financial Group

James Owen is a financial advisor at Owen LaRue Financial Group with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Private Advisor Group, LLC and LPL Financial LLC. Outside of his advisory role, Owen serves as Chair and Board Member of the Hardin County Chamber of Commerce Public Policy Committee and is involved in a direct primary care medical office as a member. Owen LaRue Financial Group serves individuals, families, trusts, charitable organizations, institutions, and employer-sponsored retirement plans. The firm offers discretionary portfolio management and comprehensive financial planning, employing both fundamental and technical analysis along with due diligence on third-party managers and use of AI-supported research with human oversight.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Options & derivatives strategies Founder/Business Owner
user avatar

Clay W

CFP®, Series 66

Elizabethtown, KY

LFG Wealth Partners, LLC

Clay Watkins is a CFP® professional with eight years of industry experience, currently serving at LFG Wealth Partners, LLC. His prior roles include positions at AE Wealth Management, Facet Wealth, Robert W. Baird & Co., and Hilliard Lyons. He is also involved in insurance sales and services through Legato Insurance Group, Inc. LFG Wealth Partners advises individuals and retirement plan sponsors, providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA plan services. The firm’s investment approach combines fundamental, technical, and cyclical analysis with strategies such as direct indexing, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
user avatar

Troy T

Series 65

Elizabethtown, KY

LFG Wealth Partners, LLC

Troy Todd is a financial advisor at LFG Wealth Partners, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at AE Wealth Management, LLC and Kerr Workplace Solutions. In addition to his advisory role, he is involved in insurance sales and services through Legato Insurance Group, Inc. dba Legato Financial Group, Inc. LFG Wealth Partners serves individuals, including high-net-worth clients, and retirement plan sponsors by providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA plan services. The firm uses a combination of fundamental, technical, and cyclical analysis along with strategies such as direct indexing, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
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Justin J

Series 65

Elizabethtown, KY

LFG Wealth Partners, LLC

Justin Jenkins is a financial advisor at LFG Wealth Partners, LLC with eight years of industry experience. He holds a Series 65 credential and has previously worked at AE Wealth Management, LLC, and Regal Investment Advisors, LLC. Outside of his advisory role, he serves as chapter president for the American Financial Education Alliance and is a board member of the First 48 Financial Education Alliance. LFG Wealth Partners advises individuals and retirement plan sponsors, providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm’s investment approach includes fundamental, technical, and cyclical analysis, employing strategies such as direct indexing with tax-loss harvesting, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
user avatar

Maverick M

CFP®, Series 66

Elizabethtown, KY

LFG Wealth Partners, LLC

Maverick Melton is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at LFG Wealth Partners, LLC and previously worked at Fidelity Investments. Outside of financial advising, he serves as an independent contractor providing forestry management consulting. LFG Wealth Partners advises individuals, including high-net-worth clients, and retirement plan sponsors with personalized portfolio management through model portfolios and discretionary asset management. The firm employs a mix of fundamental, technical, and cyclical analysis and utilizes strategies such as direct indexing, options trading, and strategic asset allocation.

Tax-loss harvesting Options & derivatives strategies Annuities
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