M A Mike

M. A. "Mike" Owens is the President and co-founder of Strategic Legacy Advisors, Inc., an independent financial-planning firm he established in 1996 with a co-founder ("Royce," per the firm's history). He has spent 35-plus years in the financial services industry and holds the CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant), and RFC (Registered Financial Consultant) designations, credentials associated with insurance, retirement, and comprehensive financial planning.

The firm was built around a deliberately broader mandate than a typical wealth-management practice. Rather than focusing only on portfolio management and retirement, Owens positioned Strategic Legacy Advisors around tax planning, business-succession planning, and estate planning alongside wealth management and retirement-income planning — describing this integrated approach as what makes the firm distinctive. The practice operates from offices in Omaha and Lincoln, Nebraska, serving individuals and families in the region.

As part of delivering securities and advisory services, Owens is/has been affiliated with Questar Capital Corporation as a registered representative (the origin of his [hidden] address). Questar Capital was a Minneapolis-based independent broker-dealer that was acquired by Woodbury Financial Services in 2019. Note that a separate, similarly named individual — "Matthew Michael Owens" — also appears in FINRA/SEC records at the Lincoln, NE address; the target of this profile is the firm's president, "M. A. 'Mike' Owens."

• Owens is a personal financial advisor, not a venture/angel investor; his "investing" work is managing client assets and financial plans, not funding startups.
• Practice focus, in the firm's own framing: helping clients "provide a unique level of financial planning that encompasses all facets of financial decisions" and build a lasting legacy.
• Core service areas: estate planning, creative tax planning, business-succession planning, wealth management, and retirement-income planning.
• Client profile: individuals, families, and business owners — primarily in Nebraska — seeking integrated tax/estate/retirement advice rather than product-only sales.