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Ross Morrell Bowen

Promontory Financial Planning, LLC

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About Ross Morrell Bowen

Ross Morrell Bowen is a financial advisor at Promontory Financial Planning, LLC, specializing in financial planning, portfolio management for businesses, and portfolio management for individuals. Ross is based in Logan, Utah, and has been in the industry since 2002. Ross earned his Series 65, Series 66, and Series 7 licenses. Ross has a total of 570 clients and manages approximately $280 million in assets. Ross's other business activities include serving as a director at America West Heritage Center and a board member at Bank of Commerce.

Firm Information

Ross Bowen is currently registered with Promontory Financial Planning, LLC. Promontory Financial Planning, LLC is an investment advisor headquartered in Salt Lake City, Utah. The firm provides financial planning, portfolio management for individuals, and portfolio management for businesses. They manage approximately $280 million in assets for 570 clients. The firm's client base includes high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.

$280.00M

Assets Under Management

Not reported

Total Clients

10

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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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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Ross Bowen’s Registration & Firm History

UT

05/17/2016 - Present

Promontory Financial Planning, LLC (Logan UT)

VT

10/14/2003 - 04/13/2005

EQUITY SERVICES, INC. (MONTPELIER VT)

IN

09/24/2002 - 10/09/2003

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

09/24/2002 - 10/09/2003

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

IA

Issued 01/18/2012

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 10/10/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/23/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Ross Morrell Bowen. Review regulatory record here.
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