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Brooke Bowen

Investment adviser representative at Bfinance US Ltd.
11 yearsExperience
1 stateRegistered in
$0Firm assets
5 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.

Fixed or flat fee

Experience

11 years in the industry.

  1. Bfinance US Ltd.Mar 2026 to now
  2. Members Trust CompanyFeb 2024 to Mar 2026
  3. Mtc Wealth Management, LLCFeb 2024 to Mar 2026
  4. Nuveen Asset Management LLCJun 2019 to Jan 2024
  5. Nuveen Securities LLCJun 2019 to Jan 2024
  6. University of MississippiAug 2015 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (IL).

Bfinance US Ltd.

$0Assets managed
0Clients
2Advisers
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
7123236
Firm CRD
159903
Advisor's SEC record (opens in a new tab)
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