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Donna Bowler

Wells Fargo Advisors
26 Years of Experience
The Villages, FL
1 DisclosureBroker
View SEC Summary
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Donna Bowler is a registered investment advisor at Wells Fargo Advisors, based in The Villages, FL, with 26 years of industry experience. Donna is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

1894 Laurel Manor Drive, The Villages, FL, 32162

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2002
Withdrawn
View Full SEC ReportHow to Read Disclosures
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
April 2026 - Present · 6 mos
Wells Fargo Advisors Financial Network, LLC
April 2026 - Present · 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
April 2026 - Present · 6 mos
Wells Fargo Advisors
July 2017 - Present · 9 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
July 2017 - Present · 9 yrs 3 mos
Previous Registrations
Snowden Account Services LLCBroker
January 2015 - June 2017 · 2 yrs 5 mos
Snowden Capital Advisors LLC
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

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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