Michel Cowdery
Investment adviser representative at Bip Wealth, LLC
10 yearsExperience
1 stateRegistered in
$5.3BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Bip Wealth, LLCMar 2018 to now
- Ameriprise Financial Services, IncJan 2017 to Feb 2018
- UnemployedSep 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (GA).
Bip Wealth, LLC
$5.3BAssets managed
3,146Clients
63Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4571500
- Firm CRD
- 143208