Elizabethtown, KY W. Poplar Street Office
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Owen LaRue Financial Group
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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
Based on Owen LaRue Financial Group
Location
109 W. Poplar Street
Elizabethtown KY 42701
Advisors at this office
2
Advisors at this office
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.
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.
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