William Bowman (CRD# 2211641) is an Investment Advisor Representative working at Aegis Financial in Oshkosh, WI and has over 30 years of experience in the finance industry.
CRD# 5809177
Osaic Wealth, Inc.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 2186552
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aegis Financial | Oshkosh, WI | Dec 2016 - Current | 7 |
| Private Client Services | Oshkosh, WI | Oct 2019 - Nov 2020 | 1 |
| Raymond James Financial Services | Oshkosh, WI | Jun 2011 - Oct 2019 | 8 |
| Raymond James Financial Services Advisors Inc. | Oshkosh, WI | Jun 2011 - Oct 2019 | 8 |
| Non-variable Insurance | Oshkosh, WI | Sep 2011 - Jun 2019 | 7 |
| Bowman & Company S.c. | Oshkosh, WI | Jan 1997 - Jun 2019 | 22 |
| Dfb Wealth Planning | Oshkosh, WI | Dec 2011 - Dec 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1993 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WI
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Total Assets Under Management357MILLIONS
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Total Number of Accounts1,735ACCOUNTS
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Average Account Value$205,719
- 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
- Pension consulting services
FL, MI, MN, WI
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