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William Bowman

Wealth Enhancement Advisory Services, LLC
32 Years of Experience
Appleton, WI
1 DisclosureSells Insurance
View SEC Summary
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William Bowman is a registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Appleton, WI, with 32 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 85,001 clients with $120B in assets under management.

Wealth Enhancement Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1019 advisors
Number of Clients
85,001 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$122.2B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and vary by client complexity, not to exceed 2.00% per year. Sample schedules show rates of 1.50% for portfolios under $1M, 1.25% for $1M to $2M, and 1.00% for over $2M.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4351 W College Ave, Suite 110, Appleton, WI, 54914

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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.
Criminal
January 1995
Final Disposition
View Full SEC ReportHow 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
Wealth Enhancement Advisory Services, LLC
January 2026 - Present · 9 mos
Previous Registrations
Private Client Services, LLCBroker
October 2019 - December 2020 · 1 yr 2 mos
Aegis Financial
August 2019 - February 2026 · 6 yrs 6 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 Registrations3 states
FLTXWI
Advisor

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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