Thomas Bowen
Thomas Bowen is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Tulsa, OK, with 34 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1616 S Main St, Tulsa, OK, 74119
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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
Thomas is the owner of Bowen Financial Group LLC and BH Canton, LLC (rental property), and a partner in Tin Cup Partners LLC (real estate). He also works as an independent contractor for Catalyst Benefits Group LLC, a financial professional for Guide Wealth Partners (about a quarter of his time), and an insurance agent selling fixed insurance products (a few hours per week).
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations7 states
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