Duncan Bowie

Employer firm

Phillips Financial CRD 131344

$2.64B regulatory AUM 85 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2016 → 12/2019
  Indiana University
  Bloomington, IN
• 08/2016 → 05/2018
  Indiana University - Jacobs School Of Music
  Bloomington, IN
• 04/2018 → 05/2020
  Pourhouse Cafe
  Bloomington, IN
• 03/2020 → 05/2020
  Aldi
  Bloomington, IN
• 05/2020 → 12/2021
  Pnc
  Fort Wayne, IN
• 01/2022 → 01/2024
  Cx Institutional, Llc
  Auburn, IN
• 01/2024 → Present
  Phillips Financial Management, Llc
  Fort Wayne, IN

Previous Registrations

• 2022-01-07 → 2024-01-02
  Cx Institutional, Llc
  Auburn, IN

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-09-25
• S65 Uniform Investment Adviser Law Examination
  2020-08-17

Designations

• Certified Financial Planner