Mike Owens

Financial Advisor
mowens@ascentialwealth.com

For Mike, the key component of the advisor-client relationship is trust. He is committed to helping clients reap the benefits of their years of hard work, serving as a trusted advocate in their corner. Mike stays in close contact with his clients, updating them on current financial issues and opportunities while providing comprehensive wealth management services.

Prior to joining Ascential Wealth Advisors in 2016, Mike served for seven years as a financial advisor and branch manager with Lake Superior Financial Services and for nine years as a financial advisor with Smith Barney. Before that, he served as a senior financial analyst with Pillsbury Corporation and The Musicland Group for nine years.

Mike earned his Bachelor of Business Administration degree from the University of Minnesota Duluth in 1993. He holds Series 7, 9, 10, 63 and 65 licenses, along with life and health insurance licenses.

Mike stays active in his community as a board member and former president of Cloquet Educational Foundation, a board member with Cloquet Youth Basketball Association, a board member and former president of Cloquet Country Club, and as a volunteer youth girls basketball and soccer coach.

Originally from Brainerd, Mike and his wife, Jen, make their home in Cloquet with their daughters, Hailey and Kate. In his free time, Mike enjoys golfing, boating, hunting, fishing and spending time with his wife and daughters. The family loves the Duluth area and the outdoor activities available to them there.

Q & A with Mike

What attracted you to the investment services field and to Raymond James?
After spending several years in a corporate finance environment, I wanted to work in a field where I could use my planning knowledge and analytical propensity to help people achieve their life goals. I felt Raymond James’ client-centric focus and culture would be a perfect fit to deliver a good client experience.

What personality trait do you have that clients find most valuable?
I take a proactive approach with big picture perspective. I believe the best advisors take the time to fully understand a client’s total financial picture. This perspective along with clear consistent communication can make complex financial concerns easier to identify, understand and resolve.

11 East Superior Street
Suite 500
Duluth, MN 55802
Phone: 218.336.2500
Toll-Free: 888.840.8299