Brennon
Bowen

The Professional Financial Company LLC

CRD#6120072
Investment Advisor
in Pleasant Grove, UT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brennon Bowen is a certified financial planner operating out of Pleasant Grove, Utah, with 12 years of experience as a financial advisor. Bowen works at The Professional Financial Company LLC. Their career trajectory has included roles at Nuskin, Emergency Essentials, Veritude, Fidelity Investments, Andina Capital Management LLC, Arista Wealth Management, The Professional Financial Company LLC and The Professional Financial Company. Bowen has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Utah. The Professional Financial Company LLC is an advisory firm that has its headquarters in Pleasant Grove, Utah. It has just four advisors. It controls $131 million in assets among its 274 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 274 client accounts, 16% are held by high-net-worth individuals who have at least $1 million in assets. The Professional Financial Company LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fee schedules largely vary depending on which services are offered. However, fee types charged by The Professional Financial Company LLC most likely include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

801 S Pleasant Grove Blvd Suite 200
Pleasant Grove, UT 84062

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

The Professional Financial Company LLC Brokerage Details

Total Assets Under Management

$131,031,712

UT Average: $693,624,108
Total Number of Employees

4

UT Average: 12
Total Number of Accounts

274

UT Average: 1,115
Average Account Size

$478,218

UT Average: $622,084

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Brennon Bowen Work History

Brennon has 12 years of experience.

2018 - Present (2 years)

The Professional Financial Company LLC

2018 - Present (2 years)

The Professional Financial Company

2017 - 2018 (1 year)

Arista Wealth Management

2014 - 2016 (2 years)

Andina Capital Management LLC

2012 - 2012 (< 1 year)

Veritude

2012 - 2014 (2 years)

Fidelity Investments

2011 - 2011 (< 1 year)

Nuskin

2008 - 2012 (4 years)

Emergency Essentials

Disclosures

Brennon Bowen has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at The Professional Financial Company LLC

William Miller
Pleasant Grove, UT
Steven Bettison
Allen, TX
Brennon Bowen
Pleasant Grove, UT

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started