Unclaimed
Justin Fowler is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC. Justin has been in the financial services industry since 2003. Justin is a Certified Financial Planner and holds the Series 3, 6, 7, 9, 10, 63, and 66 licenses. Justin also holds licenses in Florida, Georgia, Kansas, Missouri, and Texas. Justin has a strong background in financial planning, portfolio management, and retirement planning. Justin has experience working with a variety of clients, including individuals, families, businesses, and non-profit organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
09/09/2020 - Present
Cliftonlarsonallen Wealth Advisors, LLC (MINNEAPOLIS MN)
MO
07/12/2011 - 01/02/2013
VALMARK SECURITIES, INC. (ST. LOUIS MO)
MO
10/01/2009 - 06/06/2011
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HANNIBAL MO)
MO
01/01/2008 - 10/01/2009
WELLS FARGO ADVISORS, LLC (CLAYTON MO)
MO
12/07/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CLAYTON MO)
WI
08/30/2001 - 07/13/2005
AMERICAN FAMILY SECURITIES, LLC (MADISON WI)
BOTH
Issued 12/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/05/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2010
Series 3 - National Commodity Futures Examination
BC
Issued 12/06/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/29/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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