George Michael Bowen

Current Employers

Employment History

• 01/2007 → 11/2021
  Commonwealth Financial Network
  Waltham, MA
• 01/2007 → 11/2021
  Capital Management Partners, Llc
  Peabody, MA
• 11/2021 → 03/2026
  Commonwealth Financial Network
  Waltham, MA
• 11/2021 → 03/2026
  Charted Wealth, Llc
  Reading, MA
• 03/2026 → Present
  Kestra Advisory Services, Llc
  Reading, MA

Previous Registrations

• 2011-06-21 → 2026-03-03
  Commonwealth Financial Network
  Portsmouth, NH
  Lynnfield, MA
  Reading, MA

Other Businesses

NAME: Kestra Advisory Services POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/03/2026 ADDRESS: 5707 Southwest Parkway Building 2, Suite 400 Austin, Texas 78735 DESCRIPTION: IAR NAME: Charted Wealth POSITION: Founder NATURE: Insurance; Investment advisory services through Kestra Advisory Services, LLC; Fixed Annuities (other than equity index annuities), Life Insurance, Long Term Care, Corporate Benefits and Retirement Plans INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/04/2026 ADDRESS: 248 Main St Suite 101 Reading, Massachusetts 01867 DESCRIPTION: We provide comprehensive financial plans for clients and prospects. Services performed as a result of these may include providing solutions for any issues or concerns that arise from the financial plan. NAME: Alta Vista Wealth Management LLC POSITION: Owner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/28/2016 ADDRESS: 17 Echo Ave Reading, Massachusetts 01867 DESCRIPTION: Pay bills as needed for the entity. Send bank statements and reports to the CPA/Bookeeper. NAME: Bowen Bartz Family Limited Partnership POSITION: Limited Partner NATURE: Real Estate; Rental/Leasing of Commercial or Residential Property(ies); Residential Property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/19/2011 ADDRESS: 22 Sears Lane Stowe, Vermont 05672 DESCRIPTION: Partnership owns 2 residential properties. All partners are family members. Created for transfer of properties at parents death. Minor rental activity currently. NAME: Saint Michael's College POSITION: Chairman of Investment Committee NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/19/2023 ADDRESS: One Winooski Park Colchester, Vermont 05439 DESCRIPTION: Run quarterly Investment Committee meetings. Ask for motions and votes.

Exams

• S66 Uniform Combined State Law Examination
  2000-11-01

Designations

Other Names

• George M Bowen