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Robert L

Series 63

Elizabethtown, KY

Owen LaRue Financial Group

Robert Larue is a financial advisor with Owen LaRue Financial Group in Elizabethtown, KY, holding a Series 63 designation and 33 years of industry experience. He previously worked at LPL Financial for 19 years and held positions at Private Advisor Group, LLC and Private Client Services, LLC. Outside of his advisory work, Larue 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, foundations, institutions, and employee-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes strategic asset allocation with periodic rebalancing and works with third-party managers for portfolio implementation when appropriate.

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

Series 66

Elizabethtown, KY

Owen LaRue Financial Group

James Owen II is a financial advisor at Owen LaRue Financial Group with 18 years of industry experience. He holds a Series 66 designation and previously worked at Private Advisor Group, LLC and LPL Financial. Outside of his advisory role, he serves as Chair of the Public Policy Committee for the Hardin County Chamber of Commerce and is involved in a direct primary care medical office. Owen LaRue Financial Group serves individuals, families, trusts, foundations, institutions, and employee-sponsored retirement plans. The firm offers discretionary investment management, financial planning, retirement-plan advisory services, and recommendations for third-party managers, emphasizing strategic asset allocation and tailored portfolio reviews.

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