Steven Howard Bowes
Investment adviser representative at Evergreen Private Wealth
10 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$264.7MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Evergreen Private Wealth LLCDec 2022 to now
- Independent Financial PartnersAug 2019 to Jul 2023
- Ifp Securities, LLCAug 2019 to Aug 2020
- Global Retirement Partners, LLCOct 2016 to Aug 2019
- LPL Financial, LLCJun 2016 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 4 states (AZ, CO, TX, UT).
Evergreen Private Wealth
Legal name: Evergreen Private Wealth LLC
$264.7MAssets managed
170Clients
4Advisers
3 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
- 6283657
- Firm CRD
- 324777