AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
DB

Daniel J. Bowen

MARATHON RETIREMENT PLANNING
DUBLIN, CA 94568
Some features on this profile are disabled
CRD#: 6398279
DB
Daniel Joseph BowenMARATHON RETIREMENT PLANNING

Professional summary

Daniel Joseph Bowen, who also goes by Dan Joseph Bowen, is a registered financial advisor currently at MARATHON RETIREMENT PLANNING located in Dublin, California.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Daniel has worked at 1 firm and has passed the Series 65, Series 66 and SIE exams.

At a Glance

Always Fiduciary

Aliases

Dan Joseph Bowen

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.
Armanino LLP, not investment related, San Ramon, CA, CPA firm since May 2005, 50 hrs/wk. during trading hours, partner in CPA firm responsible for operations of audit practice; DB Enterprises LLC, sole member of LLC, not investment related, San Diego, CA, holds personal assets and minor accounting consulting work, 2 hrs/week during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Joseph Bowen'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

July 10, 2026 - Present

MARATHON RETIREMENT PLANNING

Office #1: 11501 Dublin Blvd. Suite 316, Dublin, CA 94568
RIA
CRD#: 319258
DUBLIN, CA

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
California
(7/10/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/10/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 1/24/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/13/2025
Securities Industry Essentials Examination

Current Firm

MR
MARATHON RETIREMENT PLANNING
MARATHON RETIREMENT PLANNING | MARATHON RETIREMENT PLANNING, INC

CRD#: 319258 / SEC#:

California
Registered Investment Advisory firm - (7/12/2022 Approved)
Texas
Registered Investment Advisory firm - (9/19/2022 Conditional Restricted)
Loading...

Contact information

Main Address
11501 Dublin Blvd. Suite 316, Dublin, CA 94568
Mailing Address
Phone number
(925) 362-9523
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts188
AUM (Assets Under Management)$ 64,300,000

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

MARATHON RETIREMENT PLANNING

CRD#: 319258Dublin, CA 94568

TRUST BUT VERIFY

Monitor Daniel Bowen

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Jason Michael Cooke
Jason CookeAdvisorCheck Check Mark
EDELMAN FINANCIAL ENGINES
IAR
DANVILLE, CA
John Israel
John IsraelAdvisorCheck Check Mark
STRATEGIC ADVISERS LLC
IAR
RR
SAN RAMON, CA
DT
Daniel TorresAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
BRENTWOOD, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.