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    Paladin Research Report For:

    Greg Bowen

    Mariner Wealth Advisors

    CFP®ChFC®
    8050 SW Pfaffle St. #100
    503-620-5236
    Portland, OR 97223
    503-620-5236
    Visit Website
    https://www.marinerwealthadvisors.com/our-team/greg-bowen/

    About Greg Bowen

    Greg has been assisting investors since 1993, developing comprehensive wealth management plans for clients designed to minimize risk and help them reach their goals.

    Prior to joining Mariner Wealth Advisors, he was a financial advisor and a managing principal for Cascadia Wealth Management.

    Greg is a member of the Financial Planning Association. He is also a registered representative with MSEC

    Personal Interests Greg enjoys biking, pickleball and racquetball. He participates in an annual food drive for the Oregon Food Bank.

    See Disclosures

    General Information

    Firm Start Year
    • 2005
    No. of Employees
    • 1000-1999
    CRD#
    • 2328903
    Firm CRD#
    • 10299
    Name of Broker/Dealer
    • MSEC
    Name of Custodial Firm
    • TD Ameritrade, Charles Schwab, Fidelity
    Years of Experience in Financial Services
    • 28
    Number of Years with Current Firm
    • 1
    Work Experience
    • 28 years as an independent Financial Planner, Certified Financial Planner and a Charted Financial Consultant.
    Work with the following types of clients
    • Businesses, Individual Investors
    Advisory Services Provided
    • Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Wealth Management

    Compliance

    Registered Representative
    • Yes
    Investment Advisor Representative
    • Yes
    Acknowledged fiduciary
    • Yes
    Compliance Disclosures in Last 5 years
    • I have a clean record
    Criminal Disclosures in Last 5 years
    • I have a clean record

    Qualifications & Membership

    Certifications, Accreditations & Designations
    • CFP®, ChFC®
    Securities Licenses
    • Series 6, Series 7, Series 24, Series 63, Series 65
    Insurance and Annuity Licenses
    • Long Term Care, Variable Life, Annuity, Health, Life, Variable Annuity
    Financial Organization Memberships
    • FSI, Financial Planning Association (FPA)

    Firm Information

    Assets Managed by Firm
    • 60,000,000,000
    Advisor's Number of Clients
    • 150
    Advisor's Number of Managed Clients
    • 125
    Advisor's Number of Planning Clients
    • 110
    Assets Managed by Advisor
    • 150000

    Compensation and Fees

    Fee Structure
    • Fee-Based
    Minimum Portfolio Size for New Managed Accounts
    • $500,000
    Compensation Methods
    • Commissions, Hourly, Based on Assets
    Fee % Based on Assets
    • 1%
    Minimum Fee Charged for Managed Accounts
    • $2500
    Minimum Fee Charged for Flat Fee Accounts
    • $1000

    Disclaimer

    MSEC, member FINRA, SIPC

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