Woodrow Bowling, financial advisor Carlisle OH

Woodrow Bowling

CRD Number: 1944709
Current Firm: Brookstone Wealth Advisors, LLC

Woodrow Bowling (CRD# 1944709) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Carlisle, OH and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Brookstone Wealth Management Wheaton, IL May 2022 - Current 1
Royal Fund Management, LLC The Villages, FL Oct 2018 - May 2022 3
Prudential Financial Planning Services Cincinnati, OH Nov 2017 - Sep 2018 < 1
Pruco Securities LLC Cincinnati, OH Aug 2017 - Sep 2018 1
The Prudential Insurance Company Of America Cincinnati, OH Aug 2017 - Sep 2018 1
First American National Advisors, LLC Carlisle, OH Jan 2016 - Aug 2017 1
Self Employed - Insurance Rep Carlisle, OH Sep 2014 - Aug 2017 2
Nationwide Insurance Lebanon, OH Jul 2015 - Sep 2015 < 1
Nationwide Securities LLC Columbis, OH Jul 2015 - Sep 2015 < 1
Transparent Financial Group Franklin, OH Sep 2014 - Aug 2015 < 1
Horter Investment Management Cincinnati, OH Oct 2014 - Jul 2015 < 1
Cornerstone Sr. Services Brentwood, TN Jun 2011 - Sep 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2012
S63 Uniform Securities State Law Examination Feb 2018
Contact Info for Woodrow D. Bowling
Phone Number: 6306531400
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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