Simon Bowler (CRD# 6895218) is an Investment Advisor Representative working at 2nd Market Capital Advisory Corp. in Madison, WI and has over 6 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 2nd Market Capital Services Corporation | Madison, WI | Jul 2013 - Current | 10 |
| 2nd Market Capital Advisory Corporation | Madison, WI | Jul 2013 - Current | 10 |
| Shopbop LLC | Madison, WI | Jun 2020 - Dec 2023 | 3 |
| North Central Group | Middleton, WI | Jun 2016 - May 2017 | < 1 |
| Beijing Haidian Foreign Language Shi Yan School | Beijing, | Aug 2014 - Jul 2015 | < 1 |
| Yellow River Bilingual School | Dongying, | Aug 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
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Total Assets Under Management41MILLIONS
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Total Number of Accounts41ACCOUNTS
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Average Account Value$1,001,557
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Other
IN, MO, TX, WI
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