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Marc E. Bowman

BOWMAN WEALTH MANAGEMENT GROUP
ANNVILLE, PA
Some features on this profile are disabled
CRD#: 3150989
MB

Professional summary

Marc Edward Bowman is a registered financial advisor currently at BOWMAN WEALTH MANAGEMENT GROUP located in Annville, Pennsylvania.

Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Marc has worked at 7 firms and has passed the Series 65, Series 63, Series 99TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Marc 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®
None

Experience

Current

March 4, 2026 - Present

BOWMAN WEALTH MANAGEMENT GROUP

RIA
CRD#: 340727
ANNVILLE, PA
Past

December 15, 2023 - April 23, 2026

INNOVATION PARTNERS LLC

BD
CRD#: 146344
CHARLOTTE, NC
Past

October 23, 2018 - December 18, 2023

FORTUNE FINANCIAL SERVICES, INC.

BD
CRD#: 42150
Mechanicsburg, PA
Past

August 10, 2012 - October 24, 2018

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
MECHANICSBURG, PA
Past

July 16, 2012 - April 17, 2026

STOUT BOWMAN

RIA
CRD#: 130631
MECHANICSBURG, PA
Past

September 26, 2011 - August 6, 2012

LPL FINANCIAL LLC

RIA
CRD#: 6413
CAMP HILL, PA
Past

September 26, 2011 - August 6, 2012

LPL FINANCIAL LLC

BD
CRD#: 6413
CAMP HILL, PA
Past

September 16, 2010 - October 6, 2011

WADDELL & REED

RIA
CRD#: 866
HARRISBURG, PA
Past

December 16, 1998 - October 6, 2011

WADDELL & REED

BD
CRD#: 866
HARRISBURG, PA

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
Colorado
(3/17/2026)
IAR
North Carolina
(5/1/2026)
IAR
Pennsylvania
(3/4/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/25/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/14/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 12/12/1998
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BW
BOWMAN WEALTH MANAGEMENT GROUP
BOWMAN WEALTH MANAGEMENT GROUP | BOWMAN WEALTH MANAGEMENT, LLC

CRD#: 340727 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (3/4/2026 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Annville, PA
Mailing Address
Phone number
(717) 574-0810
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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

BOWMAN WEALTH MANAGEMENT GROUP

CRD#: 340727Annville, PA

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