Andrew David Bowman
Investment adviser representative at Dougherty & Associates Financial Advisors, Inc.
21 yearsExperience
1 stateRegistered in
$382.9MFirm assets
11 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Dougherty & Associates Financial Advisors, Inc.Jun 2024 to now
- Independent Financial Group, LLCJun 2024 to now
- Annandale School DistrictAug 2023 to Jun 2024
- Annandale SchoolsJan 2023 to Aug 2023
- Hoffman ConstructionJun 2021 to Sep 2021
- College StudentMay 2019 to Dec 2022
- StudentSep 2005 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MN).
Dougherty & Associates Financial Advisors, Inc.
$382.9MAssets managed
1,069Clients
5Advisers
11 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
- 7940154
- Firm CRD
- 165145