Stephen Bowden

Investment Advisor - Stephen Bowden Investments - Securities offered through Cantella & Co. Inc. Member Finra/SIPC

Accredited Investment Fiduciary AIF ® at Cantella & Co., Inc. in Lakewood, WA

About

I'm an experienced wealth manager and investment advisor. I am also an Accredited Investment Fiduciary. I have over thirty years of experience helping investors protect and grow their resources. I work independently, and am not tied to the the demands of the large brokerage firms, while still being able to provide unbiased advice to my clients. (All accounts are covered by SIPC) Securities offered through Cantella & Co. Inc. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to my website section. Third party posts do not reflect the views of Cantella & Co Inc. and any links to third party sites are believed to be reliable but have not been independently reviewed by Cantella & Co. Inc. Please refer to my website for a list of states in which I am registered to conduct business

Contact
(253) 343-9260
Address
7403 Lakewood Dr W Ste 2 in Lakewood, WA 98499
Info
Year started: 1982

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by franklin

Answered by Stephen Bowden
Accredited Investment Fiduciary AIF ® in Lakewood, WA
It depends upon the sponsor of the 401(k), and the may be limited by a maximum percentage of its worth. Best advice would be to talk with them to see what options you ...
401(k) Investing & Retiring Retirement Taxes
3

Specialties

  • Annuities
  • Bonds & Fixed Income
  • Education Savings
  • Equities
  • Estate Planning
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Servicing

Credentials

Certifications

Accredited Investment Fiduciary

Exams

Series 3,5,7,9,10,15,63,66

Background

Experience

Investment Advisor
Independent Investment Advisor