Kevin James Bowler
Investment adviser representative at Mma Asset Management LLC
14 yearsExperience
1 stateRegistered in
$787.8MFirm assets
15 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Mma Asset Management LLCAug 2026 to now
- Mma SecuritiesDec 2017 to now
- Marsh & Mclennan AgencyAug 2017 to now
- Sagepoint FinancialJun 2012 to Jul 2018
- Barney and BarneyJun 2012 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mma Asset Management LLC
$787.8MAssets managed
301Clients
20Advisers
15 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
- 4978806
- Firm CRD
- 155426