Steven
Bowes
Independent Financial Partners
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About this Advisor
Steven Bowes is a financial advisor based in Englewood, Colorado, with a total of 4 years of relevant experience. Bowes currently works for Independent Financial Partners. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Apollo Education Group, Bank Of America, N.A, Lpl Financial, LLC, Global Retirement Partners, LLC, Ifp Securities, LLC, Independent Financial Partners and Evergreen Private Wealth LLC. Bowes has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Alabama, Arizona, Arkansas, Colorado, Florida, Louisiana, Nevada, North Carolina, Oregon, South Carolina, South Dakota, Texas, Utah, Virginia, Washington and Wyoming. Independent Financial Partners is a registered investment company based out of Tampa, FL. The firm has offices in 155 locations and a total of 273 people on staff. It administers $9 billion in assets across its 34,487 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 85 charities and foundations. Of its 34,487 customer accounts, just 13% are held by high-net-worth individuals who have more than $1 million in investable assets. Independent Financial Partners has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice usually are based on which services the firm provides the client. However, fees billed by Independent Financial Partners likely consist of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Financial Partners Brokerage Details
$8,915,756,449
273
34,487
$258,525
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Steven Bowes Work History
Steven has been registered as a financial advisor for 4 years.*
Evergreen Private Wealth LLC
Independent Financial Partners
Ifp Securities, LLC
Lpl Financial, LLC
Global Retirement Partners, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Apollo Education Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Bowes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Independent Financial Partners
Middletown, OH
Grosse Pointe, MI
Tampa, FL
Edmond, OK
Pleasant Hill, CA
Tampa, FL
Milwaukee, WI
Ocala, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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