Lindsay BowenCRD Number: 5478130
Current Firm: Kavar Capital Partners, LLC
Lindsay Bowen (CRD# 5478130) is an Investment Advisor Representative working at Kavar Capital Partners, LLC in Leawood, KS and has over 10 years of experience in the finance industry.
Nextgen Wealth, LLC
Searcy Financial Services, Inc.
Communityamerica Financial Solutions, LLC
|Kavar Capital Partners, LLC||Leawood, KS||Jan 2011 - Current||7|
|Renaissance Financial||Leawood, KS||Aug 2008 - Current||9|
|Securian Financial Services, Inc.||St Paul, MN||Aug 2008 - Jan 2011||2|
|Minnesota Life Insurance Company||St. Paul, MN||Jan 2008 - Aug 2008||< 1|
|Securian Financial Services, Inc.||St. Paul, MN||Jan 2008 - Aug 2008||< 1|
|Renaissance Financial||Leawood, KS||Jan 2008 - Aug 2008||< 1|
|Thomas West, Inc.||Sunnvale, CA||Jan 2005 - Nov 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management531MILLIONS
Total Number of Accounts931ACCOUNTS
Average Account Value$570,782
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, IL, KS, MO, NY, PA, TX
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