Trent A. Bowers

NARUS FINANCIAL PARTNERS

Prescott, AZ

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CRD#: 4016539

Professional summary

Trent Alan Bowers, CFP® is a registered financial advisor currently at NARUS FINANCIAL PARTNERS, LLC located in Prescott, Arizona.

Trent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Trent has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 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 Trent Alan Bowers'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

Start date: 2013

Experience

Current

November 3, 2014 - Present

NARUS FINANCIAL PARTNERS, LLC

RIA

CRD#: 173534

Prescott, AZ

Past

January 3, 2012 - October 22, 2014

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

PHOENIX, AZ

Past

February 20, 2008 - December 31, 2011

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

PHOENIX, AZ

Past

December 7, 1999 - October 22, 2014

CHARLES SCHWAB & CO., INC.

CRD#: 5393

PHOENIX, AZ

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".

NARUS FINANCIAL PARTNERS, LLC

CLEARSTONE CAPITAL MANAGEMENT, LLC | NARUS FINANCIAL PARTNERS, LLC

CRD#: 173534 / SEC#: 801-80500

RIA

Registered Investment Advisory firm - (10/27/2014 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

Arizona
(11/3/2014)

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 66

Date: 1/11/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/27/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/22/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/3/1999

General Securities Representative Examination

Current Firm

NARUS FINANCIAL PARTNERS, LLC

CLEARSTONE CAPITAL MANAGEMENT, LLC | NARUS FINANCIAL PARTNERS, LLC

CRD#: 173534 / SEC#: 801-80500

RIA

Registered Investment Advisory firm - (10/27/2014 Approved)

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Contact information

Main Address

1245 E. Brickyard Road Suite 160, Salt Lake City, UT 84106

Mailing Address

Phone number

(866) 534-0530

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (2/27/2025)

Regulatory assets under management

Total Number of Accounts	197
AUM (Assets Under Management)	$ 467,737,201

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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Firm Stability Insights

Trent A. Bowers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent Alan Bowers's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

NARUS FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/11/2008

Series 63

Date: 12/27/1999

SIE

Date: 10/22/2014

Series 7

Date: 12/3/1999

Current Firm

NARUS FINANCIAL PARTNERS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NARUS FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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