Brooke BowenCRD Number: 7123236
Current Firm: Nuveen Asset Management, LLC
Brooke Bowen (CRD# 7123236) is an Investment Advisor Representative working at Nuveen Asset Management, LLC in Chicago, IL and has over 2 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
Highpoint Planning Partners
|Nuveen Securities LLC||Chicago, IL||Jun 2019 - Current||3|
|Nuveen Asset Management LLC||Chicago, IL||Jun 2019 - Current||3|
|University Of Mississippi||Oxford, MS||Aug 2015 - May 2019||3|
|Stephen F. Austin High School||Sugar Land, TX||Aug 2011 - May 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2020|
Total Assets Under Management298,014MILLIONS
Total Number of Accounts69,685ACCOUNTS
Average Account Value$4,276,582
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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