Unclaimed Profile

Brennon Sterling Bowen

THE PROFESSIONAL FINANCIAL COMPANY LLC·OREM, Utah

Series 7, Series 63, Series 65Clean record11 years registeredTHE PROFESSIONAL FINANCIAL COMPANY LLC

384 W CENTER ST, OREM, UT 84057CRD# 6120072Firm CRD# 286419

Profile Verification

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

Identity

Brennon Sterling Bowen · OREM, UT

Registration

CRD #6120072 · THE PROFESSIONAL FINANCIAL COMPANY LLC · 11 years registered

Brand Profile

Not yet started

Career History

PURE FINANCIAL ADVISORS, LLC

Nov 2024 – present

THE PROFESSIONAL FINANCIAL COMPANY LLC

Dec 2018 – Dec 2024

OREM, UT

ARISTA WEALTH MANAGEMENT, LLC

Jan 2017 – Dec 2018

Provo, UT

ANDINA FAMILY OFFICES

May 2015 – Mar 2017

LEHI, UT

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · May 4, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE PROFESSIONAL FINANCIAL COMPANY LLC

CRD 286419 · SEC 801-114491

AUM

$206M

Regulatory assets under management

Employees

252 client accounts

Services offered by THE PROFESSIONAL FINANCIAL COMPANY LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE PROFESSIONAL FINANCIAL COMPANY LLC →

Introduction

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Frequently Asked Questions

What services does Brennon Sterling Bowen offer?

Brennon Sterling Bowen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OREM, Utah for a consultation.

What are Brennon Sterling Bowen's credentials?

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

Where is Brennon Sterling Bowen located?

Brennon Sterling Bowen is based in OREM, Utah, working with THE PROFESSIONAL FINANCIAL COMPANY LLC. Their office serves clients in the OREM metropolitan area and surrounding communities.

How does Brennon Sterling Bowen charge for services?

Brennon Sterling Bowen'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 THE PROFESSIONAL FINANCIAL COMPANY LLC?

THE PROFESSIONAL FINANCIAL COMPANY LLC has approximately 6 employees and manages $206M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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