Brooke BowermanCRD Number: 3095349
Current Firm: Royal Alliance Associates, Inc.
Brooke Bowerman (CRD# 3095349) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Maumee, OH and has over 19 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Royal Alliance Associates||Maumee, OH||Dec 2012 - Current||5|
|Brooke Bowerman||Toledo, OH||Sep 2007 - Current||10|
|Jhfn Sii||Maumee, OH||Dec 2010 - Dec 2012||2|
|Securian Financial Services Inc.||St. Paul, MN||Aug 2007 - Nov 2010||3|
|Minnesota Life||St. Paul, MN||Aug 2007 - Nov 2010||3|
|Financial Design Group||Toledo, OH||Aug 2007 - Nov 2010||3|
|Key Investment Services LLC||South Bend, IN||Mar 2006 - Aug 2007||1|
|Key Bank||South Bend, IN||Mar 2006 - Aug 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Feb 2001|
Total Assets Under Management4,629MILLIONS
Total Number of Accounts19,113ACCOUNTS
Average Account Value$242,202
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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