Kal Owen has been an investment adviser representative at Four Quadrant Wealth Advisors since December 2021, and is not listed among the firm’s executive officers or direct owners. Kal Owen studied at Ball State University.
Four Quadrant Wealth Advisors, Inc. is a Carmel, IN firm with $219M under management, 100 clients and 6 advisers in one office, as of its February 2026 filing.
Kal Owen is a Certified Financial Planner® Professional at Four Quadrants. He began his career in supply chain management, then ran his own financial advisory practice for several years before joining Four Quadrants Advisory.
Kal Owen’s longest registration is the current one, 4 years at Four Quadrant Wealth Advisors since 2021. Before joining Four Quadrant Wealth Advisors in 2021, Kal Owen was registered through First Command Advisory Services.
- – present · 4 yearsCarmel, IN · Adviser representative · Firm CRD 130753
- First Command Advisory Services– · 1 yearIndianapolis, IN · Adviser representative · Firm CRD 281958
Professional designations
Listed by Four Quadrant Wealth Advisors
- CFP®
Investment adviser representative registrations
Kal Owen is registered as an investment adviser representative in Indiana, since December 2021.
- IndianaSince 7 December 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 14 January 2020 |
| Series 7TO | General Securities Representative Examination | 6 December 2019 |
| SIE | Securities Industry Essentials Examination | 20 August 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7100521
- Firm
- Four Quadrant Wealth Advisors · CRD 130753
- Office
- 11939 N MERIDIAN ST, STE 225, Carmel, IN 46032
- Registration
- Investment adviser registration
- In the industry since
- December 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fourquadrantsadvisory.com
Where does Kal Owen work?
Kal Owen is an investment adviser representative registered through Four Quadrant Wealth Advisors, Inc. since December 2021, and is not listed among the firm’s executive officers or direct owners.
Is Kal Owen a financial advisor?
Yes. Kal Owen has a current investment-adviser registration in Indiana, through Four Quadrant Wealth Advisors since December 2021.
How many years of experience does Kal Owen have?
Kal Owen has 6 years in the financial industry, since December 2019, across 2 adviser firms.
What exams has Kal Owen passed?
Kal Owen has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in August 2019.
Where is Kal Owen based?
Kal Owen’s registered office is in Carmel, IN.
Is Kal Owen registered with FINRA?
No. Kal Owen has no current broker registration.
Is Kal Owen a CFP?
Four Quadrant Wealth Advisors lists Kal Owen with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Kal Owen’s record?
Search CRD 7100521 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kal Owen’s full registration record.
