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Kevin James Bowler

MMA Securities LLC

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About Kevin James Bowler

Kevin Bowler is a financial professional with over 14 years of experience in the industry. Kevin is currently registered with MMA Securities LLC in San Diego, CA. Kevin has been a registered representative with MMA Securities LLC since December 2017. Previously Kevin was registered with SAGEPOINT FINANCIAL, INC. in San Diego, CA, SPECTRUM CAPITAL, LLC in Omaha, NE, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC in Denver, CO, MML INVESTORS SERVICES, INC. in Denver, CO and AMERIPRISE FINANCIAL SERVICES, INC. in Denver, CO.

Firm Information

Kevin Bowler is currently registered with MMA Securities LLC. MMA Securities LLC is a Limited Liability Company formed in February 1998. The firm, headquartered in New York, NY, provides advisory services to retirement plan participants, including pension consulting, educational seminars, and selection of other advisors. With a focus on retirement services, MMA Securities LLC serves a wide range of clients, including pension and profit-sharing plans, state or municipal government entities, and plan participants. They are registered with the SEC and hold registrations in all 50 states.
MMA Securities LLC

1166 AVENUE OF THE AMERICAS

NEW YORK, NY 10036

Not reported

Assets Under Management

6,149

Total Clients

169

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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advisory services to retirement plan participants

Advisory services to retirement plan participants

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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commissions

Earned based on transactions or products sold.

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other

Based on assets under advisement or per capita

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Kevin Bowler’s Registration & Firm History

CA

12/21/2017 - Present

MMA Securities LLC (San Diego CA)

CA

08/31/2012 - 07/06/2018

SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)

NE

05/03/2013 - 02/07/2014

SPECTRUM CAPITAL, LLC (OMAHA NE)

CO

12/05/2006 - 02/26/2010

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)

CO

08/17/2006 - 11/30/2006

MML INVESTORS SERVICES, INC. (DENVER CO)

CO

09/13/2005 - 07/20/2006

AMERIPRISE FINANCIAL SERVICES, INC. (DENVER CO)

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Licenses & Designations

BOTH

Issued 10/16/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/13/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin James Bowler.
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