AdvisorOS Directory
Claim Profile
WB

William Lee Bowman

BOWMAN & COMPANY S.C.·OSHKOSH, Wisconsin
Unclaimed Profile
530 N KOELLER ST, OSHKOSH, WI 54902CRD# 2211641Firm CRD# 305030
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
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in OSHKOSH?

Browse all registered financial advisors in OSHKOSH, Wisconsin or claim this profile if it's yours.

Browse OSHKOSH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in OSHKOSH
Gregory Bryan Pierce — WINDWARD WEALTH STRATEGIES, INC.Walter Alexander Koskinen — WINDWARD WEALTH STRATEGIES, INC.Kim M Molitor — WINDWARD WEALTH STRATEGIES, INC.Cassandra Ann Knight — WINDWARD WEALTH STRATEGIES, INC.Kristie Rene' Hennes — BOWMAN & COMPANY S.C.
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile