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Trent Alan Bowers

Narus Financial Partners, LLC

Salt Lake City, UT

Prescott, AZ

CRD 4016539

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Employer firm

Narus Financial Partners, LLC CRD 173534

$559M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • INVESTMENT CONSULTING SERVICES

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

Current Employers
Narus Financial Partners, Llc

1245 E. Brickyard Road Suite 160, Salt Lake City, UT 84106 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2014-11-03
  • AZ RA
    APPROVED
    Since 2014-11-03

Branch Locations

1245 E. Brickyard Road Suite 160, Salt Lake City, UT 84106 • United States

Prescott, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Clearstone Capital Management Glendale AZ 10/2014 Present
  • 10/2014 → Present
    Clearstone Capital Management
    Glendale, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-11
S63 Uniform Securities Agent State Law Examination 1999-12-27
  • S66 Uniform Combined State Law Examination
    2008-01-11
  • S63 Uniform Securities Agent State Law Examination
    1999-12-27
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

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LEP MANAGEMENT LLC
UBS FINANCIAL SERVICES INC.

Nearby Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL

Nearby Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT

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