Makennah Bowling
Investment adviser representative at Equitable Advisors, LLC
9 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 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
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Equitable Advisors, LLCSep 2025 to now
- Plato's ClosetJun 2025 to Nov 2025
- Erberts and GerbertsMar 2023 to May 2023
- LearnNov 2022 to Nov 2023
- Bank Five NineMay 2022 to Feb 2025
- Brady CorporationJun 2021 to Aug 2021
- Uw WhitewaterSep 2020 to Aug 2025
- Erberts and GerbertsSep 2020 to May 2021
- World MarketAug 2019 to Aug 2020
- Bakers SquareJun 2019 to Aug 2019
- Brookfield East HighschoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 8141599
- Firm CRD
- 6627