Owen Cummins
Trading Specialist at Creekmur Wealth Advisors
- Role
- Trading Specialist at Creekmur Wealth Advisors
- Location
- Dayton, OH, US
- LinkedIn followers
- 500 followers
About Owen Cummins
Results-oriented and detailed financial professional with a strong foundation in financial planning and client service. Demonstrated expertise in leveraging technology to deliver superior financial planning, retirement forecasting, and portfolio analysis for clients. Deep understanding of retirement planning, tax planning, investment planning and regulatory compliance. Dedicated to providing comprehensive financial solutions tailored to clients\' unique goals, while maintaining the highest standards of service excellence.This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/endorsements provided may not be representative of the experiences of other clients, and they are not indicative of future performance or success.Check the background of this investment professional on FINRA\'s BrokerCheck.
Experience
Trading Specialist
Sep 2025 — Present
Education
Sinclair Community College
College credit plus duel enrollment, Business Core & Gen-ed classes
2016 — 2018
Cedarville University
College credit plus duel enrollment, Gen-ed classes
2016 — 2018
Cedarville University
Bachelor's degree, Bachelor's of Arts Economics; Minor in Biblical & Theological studies
2018 — 2021
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