William Joseph Bowden

Employer firm

Magnus Financial Group LLC CRD 289423

$2.33B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• 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

• 08/1994 → 11/2017
  Northwestern Mutual Life Ins. Co
  Milwaukee, WI
• 07/1995 → 11/2017
  Northwestern Mutual Investment Services, Llc
  New York, NY
• 05/2016 → 11/2017
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 12/2017 → Present
  Mass Mutual Life Insurance Company
  New York, NY
• 01/2018 → 12/2023
  Mml Investors Services, Llc
  New York, NY
• 12/2017 → 01/2024
  Modus Park Advisors
  New York, NY
• 01/2024 → Present
  Magnus Financial Group Llc
  New York, NY

Previous Registrations

• 2021-06-06 → 2023-12-31
  Mml Investors Services, Llc
  New York, NY
  New York, NY
  New York, NY
  New York, NY

Other Businesses

(1) Name: newlio.com Inv rel: N Add: At Residential Address Nature: Other Position: Passive Investor Start date: 3/2014 No. HR/MO: 0 No. HR/MO during sec trading: 0 Describe duties: Co Founder of an internet marketing company. I have NO DUTIES or responsibilities. I am a Passive Investor (2) Name: William J Bowden Inv rel: Y Add: 90 Park Avenue 18th Floor New York NY 10016 Nature: Individual Life, Health, Group Life, and Group Health Insurance Position: sales/agent Start date: 1/25/2018 No. HR/MO: 10 No. HR/MO during sec trading: 10 Describe duties: individual and group life, individual and group health (3) Name: William J. Bowden Inv rel: N Add: 520 Porgie Walk Fire Island Pines NY 11782 Nature: Simple Rental Property Position: owner Start date: 6/2018 No. HR/MO:0 No. HR/MO during sec trading: 0 Describe duties: simple rental (4) Name: Mass Mutual Inv rel: Y Add: 90 Park Avenue 18th Floor New York NY 10016 Nature: Individual Life, Health, Group Life, and Group Health Insurance Position: sales/agent Start date: 12/2018 No. HR/MO: 10 No. HR/MO during sec trading: 10 Describe duties: individual and group life, individual and group health (5) Name: Copyright Delta Inv rel: N Add: Grote Bickersstraat 74, , Amsterdam, Non US. 781013 Nature: passive investment Position: passive investor Start date: 4/2022 No. HR/MO:0 No. HR/MO during sec trading: 0 Describe duties: None, passive investment in Dutch start up

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-04-17

Other Names

• Billy Bowden