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JW

Joseph Wayne Bowie

Investment Adviser Representative at RETIREMENT INVESTMENT ADVISORS INC

Oklahoma City, OKCRD #1808893Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
38 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Oklahoma
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/4/2000
Series 63
Uniform Securities Agent State Law Examination
Passed 4/8/1988
Series 7
General Securities Representative Examination
Passed 3/19/1988

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Asset tierAnnual rate
Under $1,000,0001.25%
$1,000,000 to $2,000,0001.00%
$2,000,000 to $3,000,0000.95%
$3,000,000 to $4,000,0000.90%
$4,000,000 to $5,000,0000.85%
$5,000,000 to $7,000,0000.80%
$7,000,000 to $9,000,0000.75%
$9,000,000 to $11,000,0000.70%
$11,000,000 to $13,000,0000.65%
$13,000,000 to $16,000,0000.60%
$16,000,000 to $20,000,0000.57%
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Retirement Investment Advisors Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

RETIREMENT INVESTMENT ADVISORS INCCurrent
11/12/1993Oklahoma City, OK
FSC SECURITIES CORPORATION
4/9/199011/20/2001Atlanta, GA
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
3/23/19884/16/1990Minneapolis, MN
IDS LIFE INSURANCE COMPANY
3/23/19884/16/1990Minneapolis, MN

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph Wayne Bowie has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Joseph Wayne Bowie - Financial Advisor in Oklahoma City, OK | AdvisorFinder