William Lee Bowman

31 Years of Experience

1 DisclosureSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness OwnersFinancial Planning & Coaching

Aegis Financial

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

512 clients

Average Client Portfolio

$818K average

Assets Under Management

$419.0M

Fee Structure

Minimum Investment:None

Location

530 N Koeller St, Oshkosh, WI, 54902

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History

Regulatory History (1)

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Criminal

January 1995

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

William is the president of Aegis Financial, a registered investment advisor, dedicating full-time hours to this role. He is also a member of Bowman Insurance Services, providing asset protection advice involving insurance, and spends minimal time on this.

Employment History

Current Registrations

Aegis Financial

August 2019 - Present · 6 yrs 6 mos

Previous Registrations

Private Client Services, LLCBroker

October 2019 - December 2020 · 1 yr 2 mos

Raymond James Financial Services Advisors, INC

June 2011 - October 2019 · 8 yrs 4 mos

Raymond James Financial Services, INC.Broker

June 2011 - October 2019 · 8 yrs 4 mos

Sii Investments, INC.

December 1999 - June 2011 · 11 yrs 6 mos

Sii Investments, INC.Broker

May 1998 - June 2011 · 13 yrs 1 mo

Capital Financial Services, INC.Broker

November 1997 - June 1998 · 7 mos

Mutual Service CorporationBroker

January 1995 - October 1997 · 2 yrs 9 mos

H.D. Vest Investment Securities, INC.Broker

October 1993 - December 1994 · 1 yr 2 mos

State Registrations2 states

TXWI

Advisor

Exams

No exam information available for this advisor.