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Brennon Sterling Bowen

THE Professional Financial Co. LLC

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About Brennon Sterling Bowen

Brennon Sterling Bowen is a financial advisor in Orem, Utah, and has been in the industry for over 12 years. Brennon Bowen is currently registered with The Professional Financial Co. LLC, an independent advisory firm. Previously, Brennon Bowen was registered with Fidelity Brokerage Services LLC. Brennon Bowen has a Series 7, Series 63, and Series 65 license and is also a Certified Financial Planner. Brennon Bowen specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Brennon Bowen is currently registered with THE Professional Financial Co. LLC. THE Professional Financial Co. LLC is an investment advisor headquartered in Orem, Utah. With over $206 million in regulatory assets under management, they primarily serve individuals, corporations, and charitable organizations. Their services include financial planning, pension consulting, portfolio management, and selection of other advisors. They also maintain an active social media presence on LinkedIn, Facebook, and Instagram.
THE Professional Financial Co. LLC

384 W CENTER ST

OREM, UT 84057

$206.18M

Assets Under Management

1

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brennon Bowen’s Registration & Firm History

UT

12/13/2018 - Present

THE Professional Financial Co. LLC (OREM UT)

UT

12/04/2012 - 07/11/2014

FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)

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Licenses & Designations

IA

Issued 05/01/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/10/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/03/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brennon Sterling Bowen.
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