Dan Owen, CFP®, CLU®, ChFC®, AEP®, RICP®
Wealth Management Advisor

Physicians Nationwide


After studying History at UNCW and Spanish in Costa Rica, Dan worked in the recycling, construction, environmental health, and Spanish interpreting industries. In 2008, Dan aligned his financial services practice with Northwestern Mutual because of its strong reputation for doing what is best for their clients. Dan enjoys interacting and developing relationships with his clients to help them achieve their financial dream.

Awards and Achievements

1999 – Awarded rank of Eagle Scout by the Boy Scouts of America

2003 – Graduated Bachelor of Arts, History from UNCW

2007 – Certified as Spanish Language Interpreter by NC Administrative Office of the Courts

2009 – Rookie of the Year, Carolina Condrey Group

2010 – New Financial Rep of the Year, Carolina Condrey Group

2013-2016 – Top 10 – Carolina Condrey Group Celebration of Excellence


Life / Health / Long-Term Care

Series 6, 7, 63, and 65


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck