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portrait of Morgan Owens
FINANCIAL ADVISOR

Morgan Owens

CFP®
8100 Penn Avenue South, Suite 199, Bloomington, MN 55431opens in a new window
Client by Referral
Serving clients with $1,000,000
CallSend Me a Message

About Morgan

With over a decade of experience as a financial advisor, I assist individuals, families and businesses in successfully working toward their financial goals. I collaborate closely with my clients to develop, expand, preserve and transfer wealth while crafting strategies that align with their individual values and aspirations. My background in fine art, complemented by a Master of Fine Arts degree, imparts a creative and personalized approach to financial advice. I firmly believe that a financial strategy, akin to a work of art, should reflect the uniqueness of its creator.

How I Can Help You

My areas of focus include:
• Comprehensive Financial Advice:...

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Insurance & Annuities

Work History

  • Edward JonesDecember 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Academy of Art UniversityMaster of Fine Arts

Personal Interests

  • Traveling
  • Cooking
  • History and Museums
  • Hiking
  • Personal Fitness

Team Members

  • LaRae Brown
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(952) 881-9237

Fax

(866) 214-2649

Office Address

8100 Penn Avenue South
Suite 199
Bloomington, MN 55431opens in a new window

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