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Matthew O
Series 63, Series 65
Bloomfield, IA
OSAIC
Matthew Owens is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at OSAIC since 2024 and previously held positions at Woodbury Financial Services and Questar Asset Management. Owens is also a director of the Liz Shea-McCoy Foundation for the Arts and co-hosts a podcast focused on Nebraska Cornhuskers football. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a range of investment options and portfolio management solutions. The firm employs advanced asset-allocation tools and supports multiple advisory platforms, including legacy transitions and third-party managed accounts.
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