LPL Financial
47yrs
Top 1% by experience in West Des Moines
9yrs
Anna Owens has worked in the financial industry for 9 years and is a fiduciary financial advisor based in West Des Moines, Iowa. Anna has been with Stifel, Nicolaus & Company since 2019; before that, Anna spent two years at Raymond James & Associates. Stifel, Nicolaus & Company offers financial planning, investment management, and private fund management and is paid through a percentage of assets, flat fees, and commissions.
One of 645 advisors with offices in West Des Moines, and one of 563 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office595 S 60th Street Suite 260, West Des Moines, IA 50266
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$773,556
Advisors at the firm3,351
States licensed ?1 state
Services through Stifel, Nicolaus & Company
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- Jul 2017 – Apr 2019Raymond James & Associates, Inc.Previously
Contact Anna
(314) 342-2000Firm headquarters in St. Louis, MO. Ask for Anna. 595 S 60th Street Suite 260West Des Moines, IA 50266Office · Get directions
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Questions to ask Anna
Tailored to Anna’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Anna
How do I contact Anna?
Call Stifel, Nicolaus & Company at (314) 342-2000 and ask for Anna Owens. Anna works from the West Des Moines, IA office.
How long has Anna been a financial advisor?
Anna has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Anna hold?
Series 66. Tap any license on this page to see what it allows.
Is Anna a fiduciary?
Anna is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anna paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Anna for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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