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Joseph Wayne Bowie

Retirement Investment Advisors Inc

Oklahoma City, OK

CRD 1808893

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Employer firm

Retirement Investment Advisors Inc CRD 106316

$1.49B regulatory AUM 25 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Retirement Investment Advisors Inc

2925 United Founders Blvd, Oklahoma City, OK 73112 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-12-01
OK RA APPROVED 1993-11-12
  • TX RA
    APPROVED_RES
    Since 2025-12-01
  • OK RA
    APPROVED
    Since 1993-11-12

Branch Locations

2925 United Founders Blvd., Oklahoma City, OK 73112 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Retirement Investment Advisors, Inc. Oklahoma City OK 01/1990 11/2018
Retirement Investment Advisors, Inc Oklahoma City OK 11/2018 11/2022
Retirement Investment Advisors Inc Oklahoma City OK 11/2022 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-01-04
S63 Uniform Securities Agent State Law Examination 1988-04-08
  • S65 Uniform Investment Adviser Law Examination
    2000-01-04
  • S63 Uniform Securities Agent State Law Examination
    1988-04-08
Designations
  • Certified Financial Planner
Other Names
  • Joe Bowie

View on SEC IAPD

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