OWL Private Wealth Advisors- Financial Advisor Bloomfield Hills, MI

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About OWL Private Wealth Advisors

OWL Private Wealth Advisors was formed by Jeff Smith and Brian Thomas to serve our clients' needs above all else. Having spent nearly 20 years working at large Wall Street firms, we built our firm to make our clients the top priority, rather than the shareholders of the bank. At OWL Private Wealth Advisors, we utilize our combined 40+ years of experience to help clients simplify their otherwise difficult financial decisions.

See Disclosures

General Information

Firm Start Year

2020

No. of Employees

CRD#

4330580

Firm CRD#

#155193

Insurance License#

NPN 4554693

Name of Broker/Dealer

Kestra Private Wealth Services

States Licensed in

MI, AZ, CA, FL, MI, MT, NV, NY, OH, TN

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Professional Experience

OWL Private Wealth Advisors Managing Partner - Private Wealth Advisor January 2020 - Present

UBS Financial Services Inc. First Vice President- Wealth Management- Wealth Advisor Troy, MI August 2011 - January 2020

Merrill Lynch Wealth Management Vice President- Investments Bloomfield Hills, MI June 2007 - August 2011

UBS Financial Services Inc. Financial Advisor Troy, MI June 2002 - June 2007

Morgan Stanley Retirement Planning Specialist Troy, MI December 2000 - June 2002

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses

Advisory Services Provided

Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Risk Management, Money Management, Wealth Management

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP® CPWA® RMA® ChFC® CRPC® CBC®

Securities Licenses

Series 31, Series 7, Series 66

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Accident, Casualty, Property, Disability

Firm Information

Assets Managed by Firm

250,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$250,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets, Hourly, Flat Fee

Fee % Based on Assets

1% Average

Hourly Rate

$350

Additional Details on Charges

We also serve clients on a flat fee retainer

Minimum Fee Charged for Managed Accounts

$5000

Minimum Fee Charged for Hourly Planning Accounts

10 Hour Minimum

Education

Bachelor of Arts -

Michigan State University
1996 -2000

Post Graduate Work -

The American College
2005 -2006

RMA Designation -

The University of Chicago
2007 -2007

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC. OWL Private Wealth Advisors is a member firm of Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. OWL Private Wealth Advisors and Kestra IS are not affiliated. Trading instructions sent via email, fax, or voicemail will not be honored. There is no assurance that these messages can be retrieved on a timely basis, nor is there any sure method of confirming the customer identity. The information contained in this message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete. https://www.kestrafinancial.com/disclosures

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890443/paladinregistry-OWL-Private-Wealth-Advisors-detailed-disclosure.html

Disclaimer

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