Brooke BowieCRD Number: 6408350
Current Firm: Invest Financial Corporation
Brooke Bowie (CRD# 6408350) is an Investment Advisor Representative working at Invest Financial Corporation in Waterloo, IA and has over 3 years of experience in the finance industry.
Fsb Premier Wealth Management, Inc.
Heartland Financial Services, Ltd.
State Farm Investment Management Corp.
|Invest Financial Corporation||Waterloo, IA||Sep 2015 - Current||2|
|Deere Employees Credit Union||Waterloo, IA||Aug 2013 - Current||4|
|Cuna Brokerage Services, Inc.||Waverly, IA||Sep 2014 - Sep 2015||1|
|Wildwood Smokehouse And Saloon||Iowa City, IA||Jan 2013 - Aug 2013||< 1|
|Community State Bank||West Branch, IA||Jul 2012 - Aug 2013||1|
|Texas Roadhouse||Coralville, IA||May 2012 - Aug 2012||< 1|
|Culver Stockton College||Canton, MO||Aug 2009 - May 2012||2|
|Hawkeye Food Service Distribution||Coralville, IA||Nov 2008 - Aug 2009||< 1|
|West Liberty High School||West Liberty, IA||Aug 2005 - Aug 2009||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2015|
Total Assets Under Management4,432MILLIONS
Total Number of Accounts31,513ACCOUNTS
Average Account Value$140,649
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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