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EB

Elizabeth A. Bowen

ASSET CONSULTING GROUP
Clayton, MO 63105
Some features on this profile are disabled
CRD#: 4277692
EB

Professional summary


Elizabeth A Bowen, who also goes by Elizabeth A Sanborn, Elizabeth Ann Sanborn, Beth Turner, Elizabeth A Turner, Elizabeth Ann Turner, is a registered financial advisor currently at ASSET CONSULTING GROUP, LLC located in Clayton, Missouri.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Elizabeth has worked at 2 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Elizabeth A Sanborn | Elizabeth Ann Sanborn | Beth Turner | Elizabeth A Turner | Elizabeth Ann Turner

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.
I teach group fitness classes and am the Cycle Coordinator at Life Time Fitness in Ellisville, MO. This is not investment related. I have been doing this since around 2010, and I spend approximately 10 hours per month doing this in my free time.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Elizabeth A Bowen'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®
None

Experience


Current

March 20, 2019 - Present

ASSET CONSULTING GROUP, LLC

Office #1: 231 South Bemiston Avenue 14th Floor, Clayton, MO 63105
RIA
CRD#: 107574
Clayton, MO
Past

August 20, 2001 - November 5, 2004

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO

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".
AC
ASSET CONSULTING GROUP, LLC
ASSET CONSULTING GROUP INC | GUGGENHEIM PARTNERS | ASSET CONSULTING GROUP, LLC | ASSET CONSULTING GROUP, INC.

CRD#: 107574 / SEC#: 801-39372

RIA
Registered Investment Advisory firm - (6/20/1991 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
Florida
(3/26/2019)
IAR
Michigan
(3/20/2019)
IAR
Missouri
(3/20/2019)
IAR
Oklahoma
(3/20/2019)
IAR
Texas
(3/20/2019)

Exams


State Security Law Exam
RR
Series 63
Date: 2/28/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


AC
ASSET CONSULTING GROUP, LLC
ASSET CONSULTING GROUP INC | GUGGENHEIM PARTNERS | ASSET CONSULTING GROUP, LLC | ASSET CONSULTING GROUP, INC.

CRD#: 107574 / SEC#: 801-39372

RIA
Registered Investment Advisory firm - (6/20/1991 Approved)
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Contact information


Main Address
231 South Bemiston Avenue 14th Floor, Clayton, MO 63105
Mailing Address
Phone number
(314) 862-4848
Established
Firm type
Fiscal year end
# of Employees
50

SEC notice filing (5 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ASSET CONSULTING GROUP, LLC (7/14/2025)

Regulatory assets under management


Total Number of Accounts22
AUM (Assets Under Management)$ 781,677,701

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
11/11/2025
Cover Page

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


ASSET CONSULTING GROUP, LLC

CRD#: 107574Clayton, MO 63105

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