Brent A. Bowers

FORUSALL

Westerville, OH

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CRD#: 7219551

Professional summary

Brent Allen Bowers, who also goes by Brent Allen Bower, is a registered financial advisor currently at FORUSALL located in Westerville, Ohio.

Brent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Brent has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brent Allen Bower

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 Brent Allen 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®

None

Experience

Current

July 10, 2024 - Present

FORUSALL

RIA

CRD#: 167241

Westerville, OH

Past

June 5, 2020 - March 27, 2024

RETIREMENT PLANS, INC.

RIA

CRD#: 286214

WESTERVILLE, OH

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".

FORUSALL

FORUS ADVISORS, LLC | FORUSALL ADVISORS, LLC | FORUSALL

CRD#: 167241 / SEC#: 801-77865

RIA

Registered Investment Advisory firm - (4/18/2013 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

Ohio
(7/10/2024)

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: 6/5/2020

Uniform Investment Adviser Law Examination

Current Firm

FORUSALL

FORUS ADVISORS, LLC | FORUSALL ADVISORS, LLC | FORUSALL

CRD#: 167241 / SEC#: 801-77865

RIA

Registered Investment Advisory firm - (4/18/2013 Approved)

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Contact information

Main Address

Oakland, CA

Mailing Address

809 Laurel St. Unit 1328, San Carlos, CA 94070

Phone number

(844) 401-2253

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE (3/28/2025)

FORUSALL ADVISORS ADV PART 3 (FORM CRS) (3/28/2025)

Regulatory assets under management

Total Number of Accounts	46,824
AUM (Assets Under Management)	$ 1,337,900,000

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.

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Brent A. Bowers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brent Allen Bowers's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORUSALL

RETIREMENT PLANS, INC.

Primary Firm SEC Registration

FORUSALL

State Registrations and Notice Filings

Exams

Series 65

Date: 6/5/2020

Current Firm

FORUSALL

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORUSALL

TRUST BUT VERIFY

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