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Robert Scott Bowerman

Investment adviser representative at Tlwm Financial
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$605.4MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlySubscriptionFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Tlwm FinancialApr 2016 to now
  2. Texas Legacy Wealth ManagementApr 2016 to now
  3. LPL Financial, LLCMar 2012 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2003

State registrations

Registered as an investment adviser representative in 2 states (ME, TX).

Tlwm Financial

Legal name: Tlwm, LLC

$605.4MAssets managed
1,262Clients
10Advisers
12 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
4697103
Firm CRD
158305
Advisor's SEC record (opens in a new tab)
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