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Michael P. Bowles

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CRD#: 1412711
MB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Patrick Henry Bowles, who also goes by Michael Patrick Bowles, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1985. Michael had worked at 8 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Patrick Bowles

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 12, 1994 - March 26, 2014

BECKLIN CAPITAL MANAGEMENT

RIA
CRD#: 113107
NEW GLARUS, WI
Past

August 26, 1992 - September 23, 1994

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
Past

March 22, 1989 - October 2, 1992

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
Past

December 5, 1986 - June 3, 1988

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
Past

October 9, 1986 - July 9, 1988

HYDRA SECURITIES CORPORATION

BD
CRD#: 16095
Past

March 26, 1986 - February 15, 1990

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
Past

March 25, 1986 - January 3, 1989

LINCOLN NATIONAL PENSION INSURANCE COMPANY

BD
CRD#: 10293
Past

September 25, 1985 - October 14, 1986

CARL M. HENNIG, INC.

BD
CRD#: 140

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/7/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


BC
BECKLIN CAPITAL MANAGEMENT
BECKLIN BOWLES CAPITAL MANAGEMENT INC. | BECKLIN CAPITAL MANAGEMENT

CRD#: 113107 / SEC#:

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Contact information


Main Address
Middleton, WI
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BECKLIN CAPITAL MANAGEMENT

CRD#: 113107

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