Unclaimed Profile

Trent Alan Bowers

NARUS FINANCIAL PARTNERS, LLC·SALT LAKE CITY, Utah

SIE, Series 7, Series 63, Series 66CFPClean record18 years registeredNARUS FINANCIAL PARTNERS, LLC

1245 E. BRICKYARD ROAD, SALT LAKE CITY, UT 84106CRD# 4016539Firm CRD# 173534

Profile Verification

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

Identity

Trent Alan Bowers · SALT LAKE CITY, UT

Registration

CRD #4016539 · NARUS FINANCIAL PARTNERS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

NARUS FINANCIAL PARTNERS, LLC

Nov 2014 – present

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.

Jan 2012 – Oct 2014

PHOENIX, AZ

CHARLES SCHWAB & CO., INC.

Feb 2008 – Dec 2011

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · February 20, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NARUS FINANCIAL PARTNERS, LLC

CRD 173534 · SEC 801-80500

AUM

$379M

Regulatory assets under management

Employees

472 client accounts

Services offered by NARUS FINANCIAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NARUS FINANCIAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Trent Alan Bowers offer?

Trent Alan Bowers specializes in Financial Planning, Investment Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Trent Alan Bowers's credentials?

Trent Alan Bowers holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Trent Alan Bowers located?

Trent Alan Bowers is based in SALT LAKE CITY, Utah, working with NARUS FINANCIAL PARTNERS, LLC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Trent Alan Bowers charge for services?

Trent Alan Bowers'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 NARUS FINANCIAL PARTNERS, LLC?

NARUS FINANCIAL PARTNERS, LLC has approximately 8 employees and manages $379M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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