Bowman Wealth Management

About

We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.

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Meet Our Team

Steve J. Bowman

Managing Principal

Phone: 515.222.5241
Email: steve.bowman@bowmanwm.com
I work closely with individuals, families and businesses to develop and maintain long term investment, retirement and cash management solutions.

Having worked as an Advisor in the Financial Services industry for over 32 years I use the experience and knowledge gained in that time to implement customized solutions for each client on an individualized basis.

I pride myself on understanding the client, your needs and goals.

My practice specializes in Institutional Private Money Managers and using them to build portfolios that are allocated among various asset classes to match the client and their needs. We believe this allows us to build customized investment portfolios in the most tax efficient, cost effective and transparent way.
 
We also focus on business retirement services and succession planning. With a full range of advisors and solutions available we will help determine the best strategy and use all the resources available to benefit the client.

A lifetime Iowan, I live in West Des Moines with my wife Julie and have four adult children.

Jeff Gardner

Senior Registered Client Associate

Phone: 515.222.5241
Email: jeff.gardner@bowmanwm.com
As a Senior Registered Client Associate, my role is to fully understand our client’s service needs and to assist with our business functionality. Having worked in the Financial Services industry for over 8 years, I have gained experience and knowledge that I use every day to help our clients.

A lifelong Iowan, I live in Grimes with my wife Jessica and our three children, Gracie, Bryson and Krew.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AR, AZ, IA, IL, KS, MA, MN, MO, TX, UT). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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