Michael Bowman
Investment adviser representative at Diversify Advisory Services, LLC
12 yearsExperience
1 stateRegistered in
$4.6BFirm assets
3 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Diversify Advisory Services, LLCDec 2022 to now
- Parkview Wealth AdvisorsDec 2022 to now
- Assurance FinancialNov 2021 to Sep 2022
- Weishaupt AmericaSep 2018 to Sep 2021
- Antonius GroupDec 2017 to Aug 2018
- Boiler DynamicsOct 2014 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Diversify Advisory Services, LLC
$4.6BAssets managed
5,322Clients
99Advisers
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
- 7797193
- Firm CRD
- 326060