Brooke Bowie, financial advisor Bettendorf IA
90 score

Brooke Bowie

CRD Number: 6408350
Current Firm: Cuna Brokerage Services, Inc.

Brooke Bowie (CRD# 6408350) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Bettendorf, IA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Mutual Group Waverly, IA Mar 2017 - Current 1
Cuna Brokerage Services, Inc. Waverly, IA Mar 2017 - Current 1
Invest Financial Corporation Waterloo, IA Sep 2015 - Mar 2017 1
Deere Employees Credit Union Waterloo, IA Aug 2013 - Mar 2017 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
Contact Info for Brooke L. Bowie
Phone Number: 319-352-4090
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    1,868
    MILLIONS
  • Total Number of Accounts
    11,341
    ACCOUNTS
  • Average Account Value
    $164,749
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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