Thomas James Bowman
Investment adviser representative at Investors Portfolio Services LLC
10 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$238.8MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Tjb Advisory LLCOct 2024 to now
- Elite Bowman Properties LLCNov 2022 to now
- Kiwanis Club of Puyallup Foundation BoardOct 2016 to now
- Investors Portfolio Services LLCJan 2016 to now
- Fortune Financial Services, Inc.Mar 2020 to Jan 2024
- United Planners Financial ServicesSep 2016 to Feb 2020
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Investors Portfolio Services LLC
$238.8MAssets managed
292Clients
3Advisers
5 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
- 6343756
- Firm CRD
- 117299