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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-02 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brooke Bowerman | Toledo | OH | 09/2007 | Present |
| Royal Alliance Associates | Maumee | OH | 12/2012 | 12/2025 |
| Integrity Alliance, Llc | Bowling Green | OH | 01/2026 | Present |
1. BOWERMAN FINANCIAL LLC POSITION: Owner - NATURE: Insurance Agency - INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 09/01/2007 ADDRESS: 816 Abingdon Lane, Bowling Green OH 43402, United States; DESCRIPTION: Life Insurance Sales - UL, Whole, Term, etc. Health Insurance - Group, Under 65 Medicare, and Ancillary - Vision, Dental, Disability, Limited Benefit, etc 2. VISIONS OF HOPE MINISTRIES POSITION: Chairman NATURE: Christian Ministry and Food Pantry INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/07/2019 ADDRESS: 602 Federal St., Toledo OH 43605, United States DESCRIPTION: Work with Pastor and Board of Directors to develop a strategic plan for our ministry. I do not take an active role in the day-to-day management of our churches. 3. TOLEDO COMMUNITY LAND TRUST POSITION: Executive Advisory Board Committee Member NATURE: Toledo CLT is a non-profit owned and led by the community. The organization aims to foster permanent affordable housing, shared equity and equitable development in historically disinvested neighborhoods in Toledo. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2024 ADDRESS: 7151 Regents Park Blvd, Toledo OH 43617, United States DESCRIPTION: Board Committee members will be responsible for the following:*Developing and implementing strategic plans.*Oversee operational activities of the organization*Ensure compliance with legal and financial regulations. 4. BOWERMAN INSURANCE LLC POSITION: Agent / Consultant NATURE: Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 09/01/2007 ADDRESS: 1465 Muirfield Dr., Bowling Green OH 43402, United States DESCRIPTION: Employee Group Benefit Sales and Administration
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-31 |
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