Nicholas
Bowden

Aa Financial Advisors, LLC

CRD#6866023
Investment Advisor
in Columbus, OH

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About this Advisor

Nicholas Bowden is a certified financial planner and chartered financial consultant who works in Columbus, Ohio who has 1 year of industry experience. Bowden is currently employed by Aa Financial Advisors, LLC. The advisor has gained experience at Ohio State University, Sink'S Flowers, Student, Nationwide Investment Services Corp, Kestra Investment Services, LLC, Phantom Pools, Nationwide Mutual Insurance and Nfm Lending/Finance Of America. Bowden maintains a Series 63 license, which qualifies them as a securities representative, and is approved to work in Ohio. Aa Financial Advisors, LLC is an advisory firm based out of Columbus, OH. The investment advisory business has a total of 14 advisors. It administers $725 million in assets under management among its 1,641 accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm advises eight charities and foundations. Of its 1,641 customer accounts, 17% are associated with high-net-worth individuals who have at least $1 million in investable assets. Aa Financial Advisors, LLC provides a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees typically depend on which services the firm provides the client. However, fee types billed by Aa Financial Advisors, LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

150 E. Broad St. Suite 100
Columbus, OH 43215

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Aa Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$725,251,368

OH Average: $2,106,341,625
Total Number of Employees

14

OH Average: 34
Total Number of Accounts

1,641

OH Average: 1,972
Average Account Size

$441,957

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Nicholas Bowden Work History

Nicholas has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Kestra Investment Services, LLC

2017 - 2021 (4 years)

Nationwide Investment Services Corp

2017 - 2017 (< 1 year)

Nationwide Mutual Insurance

2016 - 2016 (< 1 year)

Ohio State University

2016 - 2017 (1 year)

Nfm Lending/Finance Of America

2015 - 2016 (1 year)

Phantom Pools

2013 - 2015 (2 years)

Sink'S Flowers

2000 - 2013 (13 years)

Student

*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 Nicholas Bowden 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 Aa Financial Advisors, LLC

Brandon Boychuk
Columbus, OH
Christian Hertl
Columbus, OH
Nicholas Bowden
Columbus, OH
Maureen Armstrong
Columbus, OH
Ralph Antolino
Columbus, OH

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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