Unclaimed Profile

Heath Shayne Bowen

ALLEGIS INVESTMENT ADVISORS, LLC·IDAHO FALLS, Idaho

SIE, Series 6, Series 7, Series 24, Series 63, Series 6518 years registeredALLEGIS INVESTMENT ADVISORS, LLC

591 PARK AVE., IDAHO FALLS, ID 83402CRD# 4824684Firm CRD# 157314

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Heath Shayne Bowen · IDAHO FALLS, ID

Registration

CRD #4824684 · ALLEGIS INVESTMENT ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALLEGIS INVESTMENT ADVISORS, LLC

ALLEGIS INVESTMENT ADVISORS, LLC

Jun 2011 – Aug 2018

IDAHO FALLS, ID

SIGNATOR FINANCIAL SERVICES, INC.

Jan 2011 – May 2014

IDAHO FALLS, ID

LPL FINANCIAL CORPORATION

Sep 2007 – Dec 2010

IDAHO FALLS, ID

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · September 12, 2007

Years registered · 18

Disclosure History

2022Customer Dispute·Pending

2019Regulatory·Final

2018Customer Dispute·Pending

2018Regulatory·Final

2017Customer Dispute·Award / Judgment

2017Customer Dispute·Pending

2017Regulatory·Final

8 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ALLEGIS INVESTMENT ADVISORS, LLC

CRD 157314 · SEC 801-78696

AUM

$291M

Regulatory assets under management

Employees

2,296 client accounts

Services offered by ALLEGIS INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ALLEGIS INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Heath Shayne Bowen offer?

Heath Shayne Bowen specializes in Financial Planning, Investment Management.

What are Heath Shayne Bowen's credentials?

Heath Shayne Bowen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Heath Shayne Bowen located?

Heath Shayne Bowen is based in IDAHO FALLS, Idaho, last registered with ALLEGIS INVESTMENT ADVISORS, LLC.

How does Heath Shayne Bowen charge for services?

Heath Shayne Bowen's firm is compensated through percentage of aum, hourly charges, other: seminar fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLEGIS INVESTMENT ADVISORS, LLC?

ALLEGIS INVESTMENT ADVISORS, LLC has approximately 48 employees and manages $291M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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