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Robert Bowen

Wells Fargo Advisors
24 Years of Experience
Salt Lake City, UT
3 DisclosuresBroker
View SEC Summary
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Robert Bowen is a registered investment advisor at Wells Fargo Advisors, based in Salt Lake City, UT, with 24 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14674 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

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

5201 W Amelia Earhart Dr, [Slc Rcast], Salt Lake City, UT, 84116

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History

Regulatory History (3)
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.
Financial
October 2022
Final
Financial
August 2021
Final
Regulatory
June 2005
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
August 2025 - Present · 1 yr 2 mos
Wells Fargo Advisors
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Wells Fargo Advisors
September 2023 - May 2025 · 1 yr 8 mos
Wells Fargo Clearing Services, LLCBroker
September 2023 - May 2025 · 1 yr 8 mos
Prudential Financial Planning Services
August 2019 - February 2023 · 3 yrs 6 mos
Pruco Securities, LLC.Broker
June 2019 - February 2023 · 3 yrs 8 mos
Fidelity Personal and Workplace Advisors
July 2018 - September 2018 · 2 mos
Strategic Advisers LLC
November 2008 - July 2018 · 9 yrs 8 mos
Fidelity Brokerage Services LLCBroker
January 2008 - September 2018 · 10 yrs 8 mos
Fidelity Investments Institutional Services Company, INC.Broker
June 2006 - January 2008 · 1 yr 7 mos
Strategic Advisers, INC.
April 2005 - June 2005 · 2 mos
Fidelity Personal Trust Company, Fsb
April 2005 - June 2005 · 2 mos
Fidelity Brokerage Services LLCBroker
January 2001 - June 2006 · 5 yrs 5 mos
Equity Services, INC.Broker
March 2000 - November 2000 · 8 mos
State Registrations1 state
UT
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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