Nicholas
Bowden

Aa Financial Advisors, LLC

CRD#6866023
Investment Advisor
in Columbus, OH

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About this Advisor

Nicholas Bowden is a financial advisor based in Columbus, Ohio, working with Aa Financial Advisors, LLC. Nicholas has previously held positions at Nationwide Mutual Insurance, Nfm Lending/Finance Of America, Phantom Pools, Ohio State University, Sink's Flowers, Nationwide Investment Services Corp, and Kestra Investment Services, LLC. Nicholas has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Nicholas is part of Aa Financial Advisors, LLC, which operates out of Columbus, Ohio. The firm has 4 offices and 18 employees. The firm manages assets totaling $864.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Aa Financial Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, 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

$864,294,929

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

18

OH Average: 34
Total Number of Accounts

1,912

OH Average: 1,972
Average Account Size

$452,037

OH Average: $1,068,125

Investment Advisory Services

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

Nicholas Bowden Work History

2021 - Present (3 years)

Kestra Investment Services, LLC

2017 - 2017 (< 1 year)

Nationwide Mutual Insurance

2017 - 2021 (4 years)

Nationwide Investment Services Corp

2016 - 2017 (1 year)

Nfm Lending/Finance Of America

2016 - 2016 (< 1 year)

Ohio State University

2015 - 2016 (1 year)

Phantom Pools

2013 - 2015 (2 years)

Sink'S Flowers

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

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

The content in this profile was updated by SmartAsset on 6/19/2024. 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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