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William Lee Bowman

BOWMAN & COMPANY S.C.·OSHKOSH, Wisconsin
Clean recordBOWMAN & COMPANY S.C.
530 N KOELLER ST, OSHKOSH, WI 54902CRD# 2211641Firm CRD# 305030

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Lee Bowman · OSHKOSH, WI
Registration
CRD #2211641 · BOWMAN & COMPANY S.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Lee Bowman is a registered financial advisor based in OSHKOSH, Wisconsin, affiliated with BOWMAN & COMPANY S.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BOWMAN & COMPANY S.C.
AEGIS FINANCIAL
AUM
$357M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at BOWMAN & COMPANY S.C. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2211641
Firm CRD# 305030
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Lee Bowman offer?
William Lee Bowman specializes in Financial Planning, Investment Management. Contact their office in OSHKOSH, Wisconsin for a consultation.
What are William Lee Bowman's credentials?
William Lee Bowman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Lee Bowman located?
William Lee Bowman is based in OSHKOSH, Wisconsin, working with BOWMAN & COMPANY S.C.. Their office serves clients in the OSHKOSH metropolitan area and surrounding communities.
How does William Lee Bowman charge for services?
William Lee Bowman'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 BOWMAN & COMPANY S.C.?
BOWMAN & COMPANY S.C. has approximately 14 employees and manages $357M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BOWMAN & COMPANY S.C.

Kristie Rene' Hennes
OSHKOSH, WI

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Research
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