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Angela Marie Bowman

Advisor at The huntington Investment company — Jefferson, OH

Updated today

Credentials

Series 63, Series 65

Experience

16 years

Location

Jefferson, OH 44047

The huntington Investment company logo

The huntington Investment company

Enterprise

Total advisors

431

Across 312 offices

Clients per advisor

98 High

Avg AUM per client

$184,627 Very Low

HNW client ratio

2% Very Low

About

Angela Bowman is a financial advisor at The Huntington Investment Company with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with The Huntington Investment Company since 2010, including concurrent roles at Huntington National Bank until 2017 and Ameriprise Financial Services since 2026. Outside of her advisory work, she is a cosmetics consultant and involved in managing a small farm with horse stall leasing. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party and affiliate investment strategies with various management and overlay services.

Client services

Based on The huntington Investment company

Portfolio management Selection of other advisers

Expertise

Based on The huntington Investment company

ESG / Sustainable investing Active portfolio management Tax-loss harvesting

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Fee options

Percentage

$0 - $250,000: Foundations Program: 1.50% $250,001 - $400,000: Foundations Program: 1.35% $400,001 - $650,000: Foundations Program: 1.20% $650,001 - $1,150,000: Foundations Program: 1.00% $1,150,001 - $4,150,000: Foundations Program: 0.85% $4,150,001+: Foundations Program: 0.75% $0 - $100,000: GPS Select Program: 1.50% $100,001 - $250,000: GPS Select Program: 1.35% $250,001 - $500,000: GPS Select Program: 1.20% $500,001 - $1,000,000: GPS Select Program: 1.00% $1,000,001 - $4,000,000: GPS Select Program: 0.85% $4,000,001 - $7,000,000: GPS Select Program: 0.75% $7,000,001+: GPS Select Program: 0.65% $0 - $100,000: GPS Wrap Strategist Program: 1.50% $100,001 - $250,000: GPS Wrap Strategist Program: 1.35% $250,001 - $500,000: GPS Wrap Strategist Program: 1.20% $500,001 - $1,000,000: GPS Wrap Strategist Program: 1.00% $1,000,001 - $4,000,000: GPS Wrap Strategist Program: 0.85% $4,000,001 - $7,000,000: GPS Wrap Strategist Program: 0.75% $7,000,001+: GPS Wrap Strategist Program: 0.65% $0 - $100,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.75% $100,001 - $250,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.60% $250,001 - $500,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.45% $500,001 - $1,000,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.25% $1,000,001 - $4,000,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.10% $4,000,001 - $7,000,000: GPS Total Asset Allocation and Multi-Manager Accounts: 1.00% $7,000,001+: GPS Total Asset Allocation and Multi-Manager Accounts: 0.85% $0 - $250,000: GPS Premier Separate Account: 2.00% $250,001 - $500,000: GPS Premier Separate Account: 1.75% $500,001 - $1,000,000: GPS Premier Separate Account: 1.50% $1,000,001 - $4,000,000: GPS Premier Separate Account: 1.35% $4,000,001 - $8,000,000: GPS Premier Separate Account: 1.10% $8,000,001+: GPS Premier Separate Account: 0.90% $0 - $250,000: GPS Premier Separate Account Manager-Equity: 1.50% $250,001 - $500,000: GPS Premier Separate Account Manager-Equity: 1.25% $500,001 - $1,000,000: GPS Premier Separate Account Manager-Equity: 1.15% $1,000,001 - $4,000,000: GPS Premier Separate Account Manager-Equity: 1.00% $4,000,001 - $8,000,000: GPS Premier Separate Account Manager-Equity: 0.85% $8,000,001+: GPS Premier Separate Account Manager-Equity: 0.70% $0 - $1,000,000: PWC Program: 1.00% $1,000,001 - $4,000,000: PWC Program: 0.75% $4,000,001 - $9,000,000: PWC Program: 0.65% $9,000,001+: PWC Program: 0.50% $0 - $1,000,000: GPS Representative as Portfolio Manager: 1.15% $1,000,001 - $2,000,000: GPS Representative as Portfolio Manager: 1.00% $2,000,001 - $5,000,000: GPS Representative as Portfolio Manager: 0.75% $5,000,001 - $10,000,000: GPS Representative as Portfolio Manager: 0.50% $10,000,001+: GPS Representative as Portfolio Manager: 0.40%

Commissions

Huntington is a registered broker-dealer and offers brokerage services with commissions. Additional brokerage fees apply for accounts not in advisory programs or for transaction charges not covered by wrap fees.

Other

Account minimum: $10,000 (lowest minimum noted in Foundations Program) Minimum fee: GPS TFS Program has a minimum annual account fee of $1,500. Fee-only: Optional overlay services tax overlay and impact overlay fees range from 0.05% to 0.10%, paid to Envestnet, not retained by Huntington.

Location

See office

Jefferson, OH

Jefferson, 36 W. Jefferson St.

Jefferson OH 44047

Advisors at this office

1

Most active in

Ohio

Work history

16 years of industry experience

Ameriprise Financial Services, LLC

2026 - Present • 1 year

Jefferson, OH

The huntington Investment company

2010 - Present • 16 years

Columbus, OH

Huntington national bank

2010 - 2017 • 7 years

Andover, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ryan W

Series 63, Series 65

Ashtabula, OH

The huntington Investment company

Ryan Wagner is a financial advisor with The Huntington Investment Company in Ashtabula, OH, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with The Huntington Investment Company since 2017, including time when the firm operated as part of Huntington National Bank, and previously worked at HHGregg. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm offers multiple wrap-fee programs through an open-architecture platform that combines third-party managers with proprietary Private Bank models.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar

Daniel S

Ashtabula, OH

Money Concepts Capital Corp

Daniel Sposito is a financial advisor with Money Concepts Capital Corp in Ashtabula, Ohio, holding 27 years of industry experience. He previously worked at Nationwide Advisory Services, Inc. and Nationwide Insurance Company for 24 years before joining his current firm in 2020. Outside of advising, he serves as secretary of the Redbrook Boat Club. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, including model portfolios and third-party sub-advisers, to serve approximately 14,700 clients across its enterprise of 431 advisors.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Debora S

Series 65

Ashtabula, OH

Prime Capital Financial

Debora Stranman is a financial advisor at Prime Capital Financial with 24 years of industry experience. She holds the Series 65 designation and has previously worked at NFP Retirement, Adviseme National Advisors, Independent Financial Group LLC, and Pension Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and third-party manager selection. The firm employs a range of investment strategies and offers family office services, as well as tax planning and financial administration through its affiliated accounting subsidiary.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Marc H

Series 63

Austinburg, OH

OSAIC Institutions, INC.

Marc Hanneman is a financial advisor at OSAIC Institutions, INC. with 27 years of industry experience. He holds a Series 63 designation and has worked at Infinex Investments, Inc. and Andover Bank since 2009. Outside of his advisory work, he is a co-owner of MKKD Properties, LLC, a commercial property leasing company. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services. The firm provides customized financial solutions through a network of investment adviser representatives, employing a mix of fundamental and technical analysis alongside access to alternative investments and lending options.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Jon G

Series 63

Jefferson, OH

LPL Financial

Jon Glink is a financial advisor with LPL Financial, holding a Series 63 designation and 17 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Pelorus Financial Group. He is also involved in insurance services through Pelorus Financial Group LLC and as a self-employed non-variable insurance provider. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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Ally D

Series 66, Series 63

Jefferson, OH

Equitable Advisors

Ally Durkovic is a financial advisor at Equitable Advisors with one year of industry experience. She holds the Series 66 and Series 63 designations. Her prior work includes roles in education at Youngstown State University and Mount Vernon Nazarene University, as well as experience in various customer service positions. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a delivery model that heavily incorporates LPL-sponsored programs and endorsed third-party managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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