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 2 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||1|
|Deere Employees Credit Union||Waterloo, IA||Aug 2013 - Current||3|
|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
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