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Marc Edward Bowman

Bowman Wealth Management Group

Hershey, PA

CRD 3150989

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Employer firm

Bowman Wealth Management Group CRD 340727

$96.3M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Bowman Wealth Management Group

561 Old West Chocolate Ave, Hershey, PA 17033 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-05-01
CO RA APPROVED 2026-03-17
PA RA APPROVED 2026-03-04
  • NC RA
    APPROVED
    Since 2026-05-01
  • CO RA
    APPROVED
    Since 2026-03-17
  • PA RA
    APPROVED
    Since 2026-03-04

Branch Locations

561 Old West Chocolate Ave, Hershey, PA 17033 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stout Bowman & Associates, Llc Mechanicsburg PA 07/2012 04/2026
Purshe Kaplan Sterling Investments Albany NY 08/2012 10/2018
Independent Licensed Insurance Agent Hershey PA 12/1998 Present
Fortune Financial Services, Inc. Monaca PA 10/2018 12/2023
Innovation Partners Llc Charlotte NC 12/2023 04/2026
Bowman Wealth Management, Llc Hershey PA 02/2026 Present
Mbms Holdings Llc Mechanicsburg PA 05/2022 Present
  • 07/2012 → 04/2026
    Stout Bowman & Associates, Llc
    Mechanicsburg, PA
  • 08/2012 → 10/2018
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 12/1998 → Present
    Independent Licensed Insurance Agent
    Hershey, PA
  • 10/2018 → 12/2023
    Fortune Financial Services, Inc.
    Monaca, PA
  • 12/2023 → 04/2026
    Innovation Partners Llc
    Charlotte, NC
  • 02/2026 → Present
    Bowman Wealth Management, Llc
    Hershey, PA
  • 05/2022 → Present
    Mbms Holdings Llc
    Mechanicsburg, PA
Previous Registrations
  • 2012-07-16 → 2026-04-17
    Camp Hill, PA
    Mechanicsburg, PA
    Mechanicsburg, PA
    Mechanicsburg, PA
  • 2011-09-26 → 2012-08-06
    Annville, PA
    Harrisburg, PA
    Camp Hill, PA
  • 2010-09-16 → 2011-10-06
    Waddell & Reed
    Mechanicsburg, PA
    Harrisburg, PA
    Camp Hill, PA
Other Businesses

1. MARC BOWMAN IS AN INSURANCE AGENT. HE MAY SELL LIFE INSURANCE; TERM, WHOLE LIFE AND UNIVERSAL LIFE PRODUCTS.___ 2. MBMS Holdings LLC; Yes; 555 Gettysburg Pike, Unit C-100, MECHANICSBURG, PA 17055; Managing Partner; 1hr per week; MONITOR AND PAY EXPENSES; START 05/2022.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-08-25
S63 Uniform Securities Agent State Law Examination 1998-12-14
  • S65 Uniform Investment Adviser Law Examination
    2010-08-25
  • S63 Uniform Securities Agent State Law Examination
    1998-12-14
Other Names
  • Marc Edward Bowman

View on SEC IAPD

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