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Brandon Bowman

Ameritas Advisory Services, LLC
21 Years of Experience
Corpus Christi, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Brandon Bowman is a registered investment advisor at Ameritas Advisory Services, LLC, based in Corpus Christi, TX, with 21 years of industry experience. Brandon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B in assets under management.

Ameritas Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
29,718 clients
Average Client Portfolio
$463K average
Assets Under Management
$13.7B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $3.0M1.25%
$3M+1.00%

Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.

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

Location

4444 Corona Dr Ste 206-B, Corpus Christi, TX, 78411

Get directions

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.
Customer Dispute
February 2023
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brandon is a licensed independent insurance agent selling fixed insurance products through Granite Financial Solutions, dedicating full-time hours to this activity. He is also an associate with Midwest Financial Solutions, but spends no time on this role.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 11 mos
Ameritas Investment Company, LLCBroker
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Ameritas Advisory Services
February 2021 - November 2021 · 9 mos
Iwc Financial Planning
April 2019 - February 2021 · 1 yr 10 mos
LPL Financial LLCBroker
March 2018 - February 2021 · 2 yrs 11 mos
LPL Financial LLC
March 2018 - February 2021 · 2 yrs 11 mos
Cetera Advisors LLC
January 2006 - April 2018 · 12 yrs 3 mos
Cetera Advisors LLCBroker
January 2006 - April 2018 · 12 yrs 3 mos
UBS Financial Services INC.
January 2005 - November 2005 · 10 mos
UBS Financial Services INC.Broker
December 2004 - November 2005 · 11 mos
State Registrations32 states
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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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