Kent Bowman
Advisor at Arrow Financial Group
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.
Advisor at Arrow Financial Group
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.
Location
Farmington Hills, MI 48334
Credentials
CFP®, Series 63, Series 65
Industry experience
41 years
Kent Bowman is a CFP® professional with 41 years of industry experience, currently serving at Arrow Financial Group since 2001. He holds Series 63 and Series 65 licenses and has ownership roles in multiple related entities, including Arrow Risk Management, an insurance agency. Bowman is also involved in community organizations, serving on the boards of Flyfishers International–Great Lakes Council and the Ausable Artisan Village. Arrow Investment Management, LLC provides investment management, financial planning, and retirement-plan consulting to individuals, corporations, foundations, and employee benefit plans. The firm uses personalized, risk-adjusted asset allocation models across more than 15 asset classes and offers various portfolio management platforms while maintaining a small advisory team and client roster.
Based on Arrow Financial Group
Based on Arrow Financial Group
Negotiated fixed fees for specific financial planning tasks or retirement plan consulting
$50,000 - $99,999: 2.50% $100,000 - $249,999: 2.50% $250,000 - $499,999: 2.25% $500,000 - $749,999: 2.00% $750,000 - $1,249,999: 1.75% $1,250,000 - $1,999,999: 1.50% $2,000,000 - $4,999,999: 1.25% $5,000,000 - $24,999,999: 1.25% $25,000,000+: 1.00%
Advisory Representatives are also Registered Representatives and may receive commissions on securities and insurance products sold
Financial planning and retirement plan consulting at $175/hour
Account minimum: $25,000 Fee-only: Financial planning billed at $175/hour or negotiated fixed fee; Retirement plan consulting billed at $175/hour, negotiated fixed fee, or percentage of plan assets
31800 Northwestern Highway, Suite 300
Farmington Hills, MI 48334
Michigan
Arrow Financial Group
2001 - Present (25 years)
OSAIC
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Other specialized services
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Is not active or affiliated with:
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.
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