Unclaimed Profile

Joseph Wayne Bowie

RETIREMENT INVESTMENT ADVISORS INC·OKLAHOMA CITY, Oklahoma

Series 7, Series 63, Series 65CFP32 years registeredRETIREMENT INVESTMENT ADVISORS INC

3001 UNITED FOUNDERS BLVD, OKLAHOMA CITY, OK 73112CRD# 1808893Firm CRD# 106316

Profile Verification

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

Identity

Joseph Wayne Bowie · OKLAHOMA CITY, OK

Registration

CRD #1808893 · RETIREMENT INVESTMENT ADVISORS INC · 32 years registered

Brand Profile

Not yet started

Career History

RETIREMENT INVESTMENT ADVISORS INC

Nov 1993 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · November 12, 1993

Years registered · 32

Professional designation · CFP

Disclosure History

2015Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

RETIREMENT INVESTMENT ADVISORS INC

CRD 106316 · SEC 801-43702

AUM

$1.1B

Regulatory assets under management

Employees

1,335 client accounts

Services offered by RETIREMENT INVESTMENT ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing 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 RETIREMENT INVESTMENT ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Joseph Wayne Bowie offer?

Joseph Wayne Bowie specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.

What are Joseph Wayne Bowie's credentials?

Joseph Wayne Bowie holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joseph Wayne Bowie located?

Joseph Wayne Bowie is based in OKLAHOMA CITY, Oklahoma, working with RETIREMENT INVESTMENT ADVISORS INC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.

How does Joseph Wayne Bowie charge for services?

Joseph Wayne Bowie's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RETIREMENT INVESTMENT ADVISORS INC?

RETIREMENT INVESTMENT ADVISORS INC has approximately 20 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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