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Donna Grace Sowa Allard

SOWA FINANCIAL GROUP INC·LINCOLN, Rhode Island
SIE, Series 7, Series 66CFPClean record19 years registeredSOWA FINANCIAL GROUP INC
24 ALBION ROAD, LINCOLN, RI 02865CRD# 5124490Firm CRD# 107646

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donna Grace Sowa Allard · LINCOLN, RI
Registration
CRD #5124490 · SOWA FINANCIAL GROUP INC · 19 years registered
Brand Profile
Not yet started
01

Career History

COMMONWEALTH FINANCIAL NETWORK
Sep 2011 – present
SOWA FINANCIAL GROUP
Mar 2007 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · March 30, 2007
Years registered · 19
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SOWA FINANCIAL GROUP INC
CRD 107646 · SEC 801-43008
AUM
$352M
Regulatory assets under management
Employees
7
1,223 client accounts
Services offered by SOWA FINANCIAL GROUP INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SOWA FINANCIAL GROUP INC →
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05

Frequently Asked Questions

What services does Donna Grace Sowa Allard offer?
Donna Grace Sowa Allard specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LINCOLN, Rhode Island for a consultation.
What are Donna Grace Sowa Allard's credentials?
Donna Grace Sowa Allard holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Donna Grace Sowa Allard located?
Donna Grace Sowa Allard is based in LINCOLN, Rhode Island, working with SOWA FINANCIAL GROUP INC. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.
How does Donna Grace Sowa Allard charge for services?
Donna Grace Sowa Allard's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOWA FINANCIAL GROUP INC?
SOWA FINANCIAL GROUP INC has approximately 7 employees and manages $352M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SOWA FINANCIAL GROUP INC

Daniel Joseph Sowa
LINCOLN, RI
Donald Joseph Sowa
LINCOLN, RI
CFP

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