Woodrow Bowling
Woodrow Bowling is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Carlisle, OH, with 14 years of industry experience. Woodrow operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BWA provides investment management services through the BCM Platform or BCM wrap-fee program. Fees for these programs are disclosed in BCM's brochure and offering materials. BWA can negotiate its portion of the total fee, but the total advisory fee will not exceed 2.5% annually. The fees are based on a percentage of the value of your portfolio. The fees are negotiable depending on the amount you invest and the complexity of your financial situation.
Location
Carlisle, OH
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Woodrow is an independent licensed insurance agent in Carlise, OH, specializing in life and health insurance, including Medicare plans. He also provides college advisory services.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Royal Fund Management, LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
First American National Investment Advisors, LLC
Allstate Financial Services, LLCBroker
Nationwide Securities, LLCBroker
Horter Investment Management, LLC
First American National Investment Advisors, LLC
Cherry Investment Advisors, LTD.
Farmers Financial Solutions, LLCBroker
State Registrations1 state
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.