Advisor at Overland Park Wealth Management LLC
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Firm
Overland Park Wealth Management LLC
Location
Overland Park, KS 66210
Credentials
Series 63, Series 65
Industry experience
28 years
Owen Stratton is the sole advisor at Overland Park Wealth Management LLC in Overland Park, KS, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has led his independent firm since 2014. Stratton serves as a trustee for the Kansas Public Employees Retirement System, where he participates in investment policy decisions and oversight. Overland Park Wealth Management provides discretionary and non-discretionary investment advisory services and ongoing portfolio management to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a long-term investment approach that combines fundamental and cyclical analysis, managing approximately $95.6 million across about 104 clients.
$0 - $250,000: 0.75% $250,001+: 0.50%
Minimum fee: Minimum annual fee of $1,250 Fee-only: Annual asset management fees as described; no commissions or performance-based fees.
7300 W. 110 Th Street, Suite 700
Overland Park, KS 66210
Kansas · Missouri · Oregon · Texas
Overland Park Wealth Management LLC
2014 - Present (12 years)
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