Mark C. Bowes

PARTNERSHIP FINANCIAL

Columbus, OH 43214

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CRD#: 6898565

Professional summary

Mark C Bowes, CFP® is a registered financial advisor currently at PARTNERSHIP FINANCIAL, LLC located in Columbus, Ohio.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Mark has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Retirement Planning

Estate Planning

Investment Planning

Retirement Income Management

Small Business Planning

Tax Planning

Employee and Employer Plan Ben...

Insurance Planning

Do you have an area of expertise or specialization?

Cash Flow/Budgets/Credit Issue...

Investment Advice with Ongoing...

Middle Income Client Needs

Millennials

Retirement Plan Investment Adv...

Tax Planning

What is your minimum asset requirement?

250K

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 Mark C Bowes'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

Start date: 2020

Experience

Current

February 22, 2019 - Present

PARTNERSHIP FINANCIAL, LLC

Office #1: 4400 N High St Suite 412, Columbus, OH 43214

RIA

CRD#: 119681

Columbus, OH

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

Ohio
(2/25/2019)

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 65

Date: 2/22/2019

Uniform Investment Adviser Law Examination

Current Firm

PARTNERSHIP FINANCIAL, LLC

PARTNERSHIP FINANCIAL | PAYNTER, JO ANNE | PARTNERSHIP FINANCIAL, LLC

CRD#: 119681 / SEC#:

Colorado

Registered Investment Advisory firm - (3/4/2020 Terminated)

Ohio

Registered Investment Advisory firm - (10/14/1999 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

4400 N High St Suite 412, Columbus, OH 43214

Mailing Address

Phone number

(614) 328-9319

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Mark C. Bowes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark C Bowes's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARTNERSHIP FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/22/2019

Current Firm

PARTNERSHIP FINANCIAL, LLC

Contact information

Documents

Red Flags

Company Information

PARTNERSHIP FINANCIAL, LLC

TRUST BUT VERIFY

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