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Donna Bowler
26 Years of Experience
The Villages, FL
1 DisclosureBroker
Donna Bowler is a registered investment advisor at Wells Fargo Advisors, based in The Villages, FL, with 26 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
1894 Laurel Manor Dr, The Villages, FL, 32162
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2002Withdrawn
Other Business Activities
Donna has 25% ownership in Bowler and Bowler Rentals, LLC, a real estate investment company located in Sevierville, TN. She devotes minimal time to this activity.
Employment History
Current Registrations
Wells Fargo Advisors
July 2017 - Present · 9 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
July 2017 - Present · 9 yrs 2 mos
Previous Registrations
Snowden Capital Advisors LLC
January 2015 - June 2017 · 2 yrs 5 mos
Snowden Account Services LLCBroker
January 2015 - June 2017 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2013 - January 2015 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2013 - January 2015 · 1 yr 9 mos
Commonwealth Financial Network
October 2011 - February 2012 · 4 mos
Commonwealth Financial NetworkBroker
October 2011 - February 2012 · 4 mos
Wells Fargo Advisors, LLCBroker
May 2010 - September 2011 · 1 yr 4 mos
Wells Fargo Advisors, LLC
May 2010 - September 2011 · 1 yr 4 mos
UBS Financial Services INC.
October 2008 - November 2009 · 1 yr 1 mo
UBS Financial Services INC.Broker
October 2008 - November 2009 · 1 yr 1 mo
Infinex Investments, INC.
June 2008 - June 2008 · 0 mos
Infinex Investments, INC.Broker
June 2008 - June 2008 · 0 mos
Bi Investments, LLC
November 2007 - June 2008 · 7 mos
Bi Investments, LLCBroker
October 2007 - June 2008 · 8 mos
Wm Financial Services, INC.Broker
April 2002 - January 2004 · 1 yr 9 mos
Wells Fargo Brokerage Services, L.L.C.Broker
December 2000 - December 2001 · 1 yr
Wells Fargo Investments, LLCBroker
December 2000 - December 2001 · 1 yr
Wells Fargo Brokerage Services, L.L.C.Broker
December 1998 - December 2000 · 2 yrs
Charles Schwab & CO., INC.Broker
May 1994 - December 1998 · 4 yrs 7 mos
Prudential Securities IncorporatedBroker
December 1993 - May 1994 · 5 mos
State Registrations8 states
ARFLMAMDPATNUTWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.