Joseph W. Bowie

RETIREMENT INVESTMENT ADVISORS

OKLAHOMA CITY, OK 73112

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CRD#: 1808893

Professional summary

Joseph Wayne Bowie, CFP®, who also goes by Joe Bowie, is a registered financial advisor currently at RETIREMENT INVESTMENT ADVISORS INC located in Oklahoma City, Oklahoma.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Joseph has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joe Bowie

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) - RIA

Click below to view Joseph Wayne Bowie's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Experience

Current

November 12, 1993 - Present

RETIREMENT INVESTMENT ADVISORS INC

Office #1: 2925 United Founders Blvd., Oklahoma City, OK 73112

RIA

CRD#: 106316

OKLAHOMA CITY, OK

Past

April 9, 1990 - November 20, 2001

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

March 23, 1988 - April 16, 1990

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 23, 1988 - April 16, 1990

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RETIREMENT INVESTMENT ADVISORS INC

RETIREMENT INVESTMENT ADVISORS INC | RETIREMENT INVESTMENT ADVISOS INC

CRD#: 106316 / SEC#: 801-43702

RIA

Registered Investment Advisory firm - (4/13/1993 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(11/12/1993)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/4/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/8/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/19/1988

General Securities Representative Examination

Current Firm

RETIREMENT INVESTMENT ADVISORS INC

RETIREMENT INVESTMENT ADVISORS INC | RETIREMENT INVESTMENT ADVISOS INC

CRD#: 106316 / SEC#: 801-43702

RIA

Registered Investment Advisory firm - (4/13/1993 Approved)

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Contact information

Main Address

2925 United Founders Blvd, Oklahoma City, OK 73112

Mailing Address

Phone number

(405) 842-3443

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RETIREMENT INVESTMENT ADVISORS, INC. ADV PART 2A 11262025 (11/26/2025)

Regulatory assets under management

Total Number of Accounts	1,381
AUM (Assets Under Management)	$ 1,268,287,388

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.

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Joseph W. Bowie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Wayne Bowie's CRS (Customer Relationship Summary).

Certified licenses

Experience

RETIREMENT INVESTMENT ADVISORS INC

FSC SECURITIES CORPORATION

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

RETIREMENT INVESTMENT ADVISORS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/4/2000

Series 63

Date: 4/8/1988

Series 7

Date: 3/19/1988

Current Firm

RETIREMENT INVESTMENT ADVISORS INC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RETIREMENT INVESTMENT ADVISORS INC

TRUST BUT VERIFY

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