Donna Rae Bowen

Employer firm

Fairway Investment Group, LLC CRD 149034

$107M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1996 → 06/2024
  Bullock Creek Schools
  Midland, MI
• 10/2023 → Present
  Mea Financial Services
  East Lansing, MI
• 10/2023 → Present
  Paradigm Equities, Inc.
  East Lansing, MI
• 03/2024 → Present
  Fairway Investment Group, Llc
  East Lansing, MI

Other Businesses

1. MEA Financial Services; 1216 Kendale Blvd., E. Lansing, MI 48823; Began 5/21/24; MEA Financial Services Representative; hrs/mo Varies; Commission; Insurance Representative with the possibility to sell Life, LTC and if licensed, Property & Casualty Insurance; Non-Investment Related. 2. Fairway Investment Group, LLC; 1216 Kendale Blvd., E. Lansing, MI 48823; Began 3/16/24; Investment Advisor Representative 40 Hrs/Wk; % of assets under management; Develop Investment Portfolios, Complete annual reviews with clients, Process RMD and ACH requests, and perform account maintenance.

Exams

• S66 Uniform Combined State Law Examination
  2024-03-16
• S63 Uniform Securities Agent State Law Examination
  1993-04-01

Other Names

• Donna Rae Frey