Drew Coursey
Investment adviser representative at Sowell Management
11 yearsExperience
1 stateRegistered in
$4.8BFirm assets
21 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
11 years in the industry.
- Sowell ManagementSep 2026 to now
- Cambridge Investment Research, Inc.Aug 2025 to Aug 2026
- AflacMay 2024 to Aug 2024
- Federal Home Loan Bank IndianapolisJun 2023 to Aug 2023
- Pfau Course At Indiana UniversityMay 2023 to Jul 2025
- Bell NurseryMay 2022 to Aug 2022
- Indiana University BloomingtonAug 2021 to May 2025
- Town and Country HomecenterSep 2020 to Jul 2021
- Student / UnemployedNov 2015 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Sowell Management
Legal name: Sowell Financial Services, LLC
$4.8BAssets managed
6,624Clients
102Advisers
21 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
- 8149596
- Firm CRD
- 127145