Steven Bowlds (CRD# 4250919) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Sand Springs, OK and has over 23 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Usa Financial Securities | Ada, MI | Aug 2016 - Current | 7 |
| Tax Benefit Advisors, LLC | Sand Springs, OK | Jan 2016 - Current | 8 |
| Steve Bowlds Advisory, LLC | Sand Springs, OK | Oct 2007 - Current | 16 |
| Retirement Benefit Advisors, LLC | Sand Springs, OK | Jul 1998 - Current | 25 |
| Horter Investment Management, LLC | Cincinnati, OH | Jun 2014 - Aug 2016 | 2 |
| Brookstone Capital Management LLC | Wheaton, IL | Oct 2006 - Jun 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2000 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2006 |
- AZ
- AR
- CA
- CO
- FL
- IL
- IN
- KS
- MO
- OK
- TX
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Total Assets Under Management269MILLIONS
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Total Number of Accounts1,395ACCOUNTS
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Average Account Value$192,611
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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