KB
Kent E. Bowman
ARROW FINANCIAL GROUP
Farmington Hills, MI 48334
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CRD#: 1244354
KB
Professional summary
Kent Edward Bowman, CFP®, CIMA®, who also goes by Kent E Bowman, Kent Bowman, is a registered financial advisor currently at ARROW FINANCIAL GROUP located in Farmington Hills, Michigan and OSAIC WEALTH, INC. located in Farmington Hills, Michigan.
Kent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Kent has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 5, Series 3, Series 15, Series 7, Series 10, Series 9, Series 24 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kent E Bowman | Kent Bowman
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. ARROW RISK MANAGEMENT, LLC POSITION: owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/25/2001 ADDRESS: 31800 Northwestern Highway, Suite 300, Farmington Hills MI 48334, United States DESCRIPTION: we are an insurance agency specializing in life, health, disability and LT care. I am the managing agent in the agency, and supervise the agents in terms of conduct and managing paper flow. 2. ARROW FINANCIAL SOLUTIONS, PLC DBA ARROW FINANCIAL GROUP POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 01/25/2012 ADDRESS: 31800 Northwestern Highway, Suite 300, Farmington Hills MI 48334, United States DESCRIPTION: This is the OBA announcing our 'DBA' as ARROW Financial Group...moving away from ARROW Financial Solutions, PLC 4. ARROW INVESTMENT MANAGEMENT, LLC POSITION: owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 06/01/2004 ADDRESS: 31800 Northwestern Highway, Suite 300, Farmington Hills MI 48334, United States DESCRIPTION: We provide financial planning services, and offer asset management services through a variety of TPIA's and the WMP. 5. ARROW INVESTMENT MANAGEMENT, LLC DBA "THE 401K FIXER (TM)" POSITION: owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/25/2012 ADDRESS: 31800 Northwestern Highway, Suite 300, Farmington Hills MI 48334, United States DESCRIPTION: The 401k Fixer is a has been trademarked through the US Patent and Trademark office and will be used to market consulting and plan solution ideas to defined contribution (401k) plans. 6. FLYFISHERS INTERNATIONAL-GREAT LAKES COUNCIL POSITION: Member of the Board of Directors NATURE: This is a 503c organization dedicated to nature and water conservancy. The Great Lakes Council is one of a number of regions. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2024 ADDRESS: 1201 US Highway 10 West, Suite D4, Livingston MT 59047, United States DESCRIPTION: I will be on a committee to work with the State of MI's DNR; the US Forestry Service; State of MI's DQR.I will NOT have any role in the funding, checking/savings accounts nor any investment advice with or for the organization 7. AUSABLE ARTISAN VILLAGE POSITION: member of the board NATURE: This is a board of director position for a municipal art gallery, craft school (pottery and painting, etc.) as well as a community arts acting troup. The organization is a 503(c) non-profit. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 219 Michigan Ave, Grayling MI 49738, United States DESCRIPTION: Frankly, I'm not sure yet but I'm guessing on the treasury committee BUT I will NOT have access to check writing and I will NOT be directing any investment account.
CRS (Client Relationship Summary) - RIA
Click below to view Kent Edward Bowman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2005
Experience
Current
December 1, 2010 - Present
ARROW FINANCIAL GROUP
Office #1: 31800 Northwestern Highway Suite 300, Farmington Hills, MI 48334RIA
CRD#: 119423
Farmington Hills, MI
Current
June 28, 2001 - Present
OSAIC WEALTH, INC.
Office #1: 31800 Northwestern Hwy Suite 300, Farmington Hills, MI 48334RIA
BD
CRD#: 23131
Farmington Hills, MI
Past
January 7, 2010 - December 21, 2017
OSAIC WEALTH, INC.
RIA
CRD#: 23131
ST. CLAIR SHORES, MI
Past
October 27, 1994 - July 20, 2001
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
June 27, 1991 - October 24, 1994
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
April 13, 1988 - April 28, 1988
FIRST OF MICHIGAN CORPORATION
BD
CRD#: 311
Past
December 7, 1984 - July 2, 1991
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
Past
May 9, 1984 - December 14, 1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/5/2003)
RR
California(6/28/2001)
RR
Colorado(2/11/2025)
RR
Florida(4/2/2009)
RR
Georgia(4/27/2015)
RR
Illinois(4/3/2009)
RR
Indiana(7/23/2001)
RR
Kentucky(1/24/2006)
RR
Michigan(6/28/2001)
IAR
Michigan(12/1/2010)
RR
Minnesota(3/26/2009)
RR
Missouri(4/17/2012)
RR
Nevada(8/5/2011)
RR
New Jersey(8/23/2013)
RR
New York(4/3/2009)
RR
North Carolina(7/9/2003)
RR
Ohio(1/6/2016)
RR
South Carolina(4/7/2009)
RR
Texas(7/2/2001)
RR
Utah(12/4/2015)
RR
Vermont(9/4/2024)
RR
Virginia(9/13/2011)
RR
Washington(7/20/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 10/25/1985
Interest Rate Options ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 15
Date: 6/26/1985
Foreign Currency Options ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 4/15/1992
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
Current Firm
AF
ARROW FINANCIAL GROUP
ARROW FINANCIAL GROUP | THE 401K FIXERS | DO-IT-YOURSELF RETIREMENT PLANNING | ARROW INVESTMENT MANAGEMENT, LLC | ARROW INVESTMENT MANAGEMENT | ARROW FINANCIAL SOLUTIONS, PLC
CRD#: 119423 / SEC#:
Michigan
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Contact information
Main Address
31800 Northwestern Highway Suite 300, Farmington Hills, MI 48334
Mailing Address
Phone number
(248) 918-4900
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 25 |
| AUM (Assets Under Management) | $ 22,000,000 |
Red Flags
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