Advisor at Dougherty & Associates Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Dougherty & Associates Financial Advisors, Inc.
Location
Buffalo, MN 55313
Credentials
Series 66
Industry experience
1 year
Andrew Bowman is a financial advisor at Dougherty & Associates Financial Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and has previously worked at Independent Financial Group, LLC, Annandale School District, and Hoffman Construction. Outside of advising, he has served as an administrative assistant. Dougherty & Associates Financial Advisors, Inc. is a team-based registered investment adviser managing approximately $354 million across more than 1,000 client accounts. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering discretionary and non-discretionary portfolio management alongside fixed-fee financial consulting services.
Based on Dougherty & Associates Financial Advisors, Inc.
Based on Dougherty & Associates Financial Advisors, Inc.
Financial consulting services fees range from $25 to $5,000, negotiable.
$0 - $4,999,999: 1.50% $5,000,000 - $9,999,999: 1.00% $10,000,000+: 0.80%
Registered representatives receive commission-based compensation on securities and insurance products separate from advisory fees.
103 Marty Drive, Suite 101
Buffalo, MN 55313
Independent Financial Group, LLC
2024 - Present (2 years)
Dougherty & Associates Financial Advisors, Inc.
2024 - Present (2 years)
Annandale School District
2023 - 2024 (1 year)
Annandale Schools
2023 - 2023 (1 year)
Hoffman Construction
2021 - 2021 (1 year)
College student
2019 - 2022 (3 years)
STUDENT
2005 - 2019 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
St. Michael, MN
Investment Research Corporation
Series 63, Series 65
Big Lake, MN
Johnson Capital Management, LLC
Series 65
Annandale, MN
AlphaCopia
Series 65
Annandale, MN
AlphaCopia
CFA®, Series 63
Delano, MN
Stapleton Asset Management, LLC
Series 66
Buffalo, MN
Dougherty & Associates Financial Advisors, Inc.
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