A complete list of active advisors currently associated with Owen LaRue Financial Group

Warmer can help you find a great advisor at Owen LaRue Financial Group or one who fits your needs even better.

Owen LaRue serves individuals (including high‑net‑worth clients), families, trusts, foundations, institutions, and employee‑sponsored retirement plans. The firm provides discretionary investment management, financial planning, retirement‑plan advisory (including 3(21) services), and recommendations for third‑party managers. Advisory services emphasize strategic asset allocation across mutual funds, ETFs, structured products, individual debt, cash and equities, with periodic rebalancing and portfolio reviews tailored to each client’s objectives, time horizon and liquidity needs. The firm aggregates related household accounts for fee and portfolio purposes and works with selected third‑party managers for day‑to‑day implementation when appropriate. Owen LaRue discloses that some of its investment adviser representatives also act as licensed insurance agents and may receive commissions or trail compensation when recommending insurance products. The firm is partly owned by The Cecilian Bank and uses artificial intelligence for real‑time note‑taking, research and project support, with human oversight and an opt‑out right for clients.

To learn more about the advisors currently working at Owen LaRue Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Owen LaRue Financial Group's office locations.

Name	Location	Years of experience
William Cann Jr.	Elizabethtown, KY	2
Robert Larue	Elizabethtown, KY	33
James Owen II	Elizabethtown, KY	18
Brad Travis	Litchfield, KY	32

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