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John William McGowan

Mandala Financial Advisors LLC

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About John William McGowan

John William McGowan is a financial advisor registered in Iowa and Colorado. John has been in the financial services industry since December 2004 and currently works for Mandala Financial Advisors LLC in Des Moines, Iowa. He has experience at several firms including Northern Trust Securities, Inc. and Krause Group. John is a Certified Financial Planner. He is licensed to sell securities in Iowa and Colorado. His specializations include investments, retirement planning, and insurance.

Firm Information

John McGowan is currently registered with Mandala Financial Advisors LLC. Mandala Financial Advisors LLC is a registered investment advisor with offices in *[Location not provided]*. They provide financial planning, educational seminars, and portfolio management services to individuals and high-net-worth individuals. They manage approximately $15,314,863 in assets for 40 clients.

$15.31M

Assets Under Management

10

Total Clients

1

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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John McGowan’s Registration & Firm History

IA

10/10/2019 - Present

Mandala Financial Advisors LLC (DES MOINES IA)

IL

12/08/2004 - 10/25/2012

NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 02/06/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/07/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John William McGowan.
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