Robert Clayton Bowen

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

• 03/2002 → 01/2024
  Woodbury Financial Services
  St Paul, MN
• 12/2002 → 08/2019
  Executive Incentive Progtams, Inc
  Larkspur, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Lafayette, CA

Previous Registrations

• 2002-05-07 → 2024-01-19
  Woodbury Financial Services, Inc.
  Larkspur, CA
  Mill Valley, CA
  Lafayette, CA

Other Businesses

1. EMPLOYEE BENEFITS AND INSURANCE AGENT, 3650 Mt. Diablo Blvd, Suite 104 Lafayette, CA, NOT INVEST RELATED, 9/14/1994-CURRENT, 5 HRS/MNTH-0 DURING TRADING HRS. 2. EMPLOYEE BENEFITS AND INSURANCE AGENT POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/14/1994 ADDRESS: 3650 Mt. Diablo Blvd, Suite104, lafayette CA 94549, United States DESCRIPTION: Life, Health, Disability, and employee benefits.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-08
• S63 Uniform Securities Agent State Law Examination
  1994-07-21

Other Names

• Robert Clayton Bowen