Elizabethtown, KY North Dixie Office

Updated today

Owen LaRue Financial Group

Supported

Firm-wide stats for Owen LaRue Financial Group

Total advisors

Across 3 offices

Clients per advisor

210 Very High

Avg AUM per client

$432,694 Low

HNW client ratio

7% Very Low

About

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.

Based on Owen LaRue Financial Group

Expertise

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

Based on Owen LaRue Financial Group

Occupation focus

Founder/Business Owner Retired

Based on Owen LaRue Financial Group

Location

1808 North Dixie

Elizabethtown KY 42701

Advisors at this office

William C

Series 63, Series 65

Elizabethtown, KY

Owen LaRue Financial Group

William Cann Jr. 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 also worked at The Cecilian Bank since 2009, where he serves as Chief Investment Officer and Commercial Lending Specialist. Outside of his advisory role, he participates in the Lincoln Association of Baptists Stewardship Team, focusing on policies and procedures related to expenditures. Owen LaRue Financial Group serves individuals, families, trusts, foundations, institutions, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes strategic asset allocation and tailors portfolio management to clients’ objectives, using third-party managers for 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

View complete list of advisors at this office

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