Hayley M. Bowen

STEWARDSHIP WEALTH ADVISORS

Phoenix, AZ 85014

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CRD#: 6780383

Professional summary

Hayley Maxine Bowen, CFP® is a registered financial advisor currently at STEWARDSHIP WEALTH ADVISORS located in Phoenix, Arizona.

Hayley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Hayley has worked at 3 firms and has passed the Series 66, 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.

1)Young Professional Council Big Brothers Big Sisters AZ; No; Phoenix, AZ; Board Member; 05/2023; 20/MO; 0/ MO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hayley Maxine 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®

CFP^®

Certified Financial Planner

Experience

Current

August 23, 2023 - Present

STEWARDSHIP WEALTH ADVISORS

Office #1: 1440 E. Missouri Avenue Suite C115, Phoenix, AZ 85014

RIA

CRD#: 202512

Phoenix, AZ

Past

July 9, 2020 - July 24, 2023

THE AMERIFLEX GROUP

RIA

CRD#: 305585

Chandler, AZ

Past

June 11, 2019 - December 17, 2020

OSAIC SERVICES, INC.

RIA

CRD#: 133763

CHANDLER, AZ

Past

June 7, 2019 - August 7, 2023

OSAIC SERVICES, INC.

CRD#: 133763

CHANDLER, AZ

Past

January 18, 2019 - May 20, 2019

OSAIC SERVICES, INC.

RIA

CRD#: 133763

PHOENIX, AZ

Past

September 18, 2018 - May 20, 2019

OSAIC SERVICES, INC.

CRD#: 133763

SCOTTSDALE, AZ

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
(8/23/2023)

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: 1/5/2019

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/18/2018

General Securities Representative Examination

Current Firm

STEWARDSHIP WEALTH ADVISORS

STEWARDSHIP FOR LIFE, INC. | STEWARDSHIP WEALTH ADVISORS

CRD#: 202512 / SEC#:

Arizona

Registered Investment Advisory firm - (5/18/2015 Approved)

Texas

Registered Investment Advisory firm - (10/12/2021 Conditional Restricted)

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Contact information

Main Address

1440 E. Missouri Avenue Suite C115, Phoenix, AZ 85014

Mailing Address

Phone number

(623) 251-7282

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	368
AUM (Assets Under Management)	$ 68,121,118

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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Hayley M. Bowen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hayley Maxine Bowen's CRS (Customer Relationship Summary).

Certified licenses

Experience

STEWARDSHIP WEALTH ADVISORS

THE AMERIFLEX GROUP

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/5/2019

SIE

Date: 10/1/2018

Series 7

Date: 9/18/2018

Current Firm

STEWARDSHIP WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STEWARDSHIP WEALTH ADVISORS

TRUST BUT VERIFY

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