user avatar

Angela Marie Bowman

Advisor at Ameriprise — Andover, OH

Updated today

Credentials

Series 63, Series 65

Experience

16 years

Location

Andover, OH

Ameriprise logo

Ameriprise

Institution

Total advisors

13,140

Across 4,277 offices

Clients per advisor

104 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Angela Bowman is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 16 years of industry experience. She previously worked at The Huntington Investment Company and Huntington National Bank. Outside of financial advising, she is involved in a cosmetic sales business and manages a small farm where she leases horse stalls. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Andover, OH

Andover OH

Advisors at this office

1

Most active in

Ohio

Work history

16 years of industry experience

Ameriprise

2026 - Present • 1 year

Jefferson, OH

Ameriprise Financial Services, LLC

2026 - Present • 1 year

Jefferson, OH

The huntington Investment company

2010 - 2026 • 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

user avatar

Mark P

Series 66

Conneaut Lake, PA

Lakeland Investor Services, Inc.

Mark Petro is a financial advisor at Lakeland Investor Services, Inc. in Conneaut Lake, PA, with 24 years of industry experience. He holds a Series 66 designation and has worked at the firm since 2002. He is also president of Lakeland Insurance Services, LLC, a business he established to handle insurance sales and related operations. Lakeland Investor Services provides fee-based wealth advisory and investment management services to individuals, multi-generational families, high-net-worth clients, small non-profit organizations, small businesses, and qualified retirement plans. The firm offers comprehensive financial planning, portfolio management, and uses a variety of analytical approaches including fundamental, technical, and Monte Carlo modeling.

Social Security optimization Retirement income strategy Annuities
user avatar

Janeen M

Series 63, Series 65

Hartstown, PA

Planmember Securities Corporation

Janeen Mihoci is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked with IRM Distributors, Inc. since 1989 and has a long tenure with Greenville School District starting in 1978. PlanMember provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm’s investment approach emphasizes strategic asset allocation and risk-based mutual fund portfolios, complemented by education and support services for plan sponsors and participants.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
user avatar

Jon G

Series 63

Jefferson, OH

LPL Financial

Jon Glink is a financial advisor with LPL Financial in Jefferson, OH, holding a Series 63 designation and 18 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC, Cetera Wealth Services, LLC, and New England Securities. Outside of his advisory work, he is involved in insurance agency activities through Pelorus Financial Group LLC and self-employed non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various investment strategies and technologies, and manages over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Ally D

Series 63, Series 66

Jefferson, OH

Equitable Advisors

Ally Durkovic is a financial advisor at Equitable Advisors with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Equitable Advisors, Ally worked in various roles including positions in education and retail. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing third-party managers and proprietary tools.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar

Warren S

ChFC®, Series 63

Conneaut Lake, PA

LPL Financial

Warren Seeley is a financial advisor with LPL Financial in Conneaut Lake, PA, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., International Assets Investment Management, LLC, and Seeley Financial, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research and technology tools while overseeing over $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Chad V

Series 66

Jefferson, OH

Equitable Advisors

Chad Vavpetic is a financial advisor at Equitable Advisors with 20 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2006, including when it operated as Axa Advisors, LLC. Vavpetic serves as a board member for Junior Achievement of Mahoning Valley. Equitable Advisors provides financial planning and asset management services to individuals, pension plans, corporations, and charitable organizations through a network of Investment Adviser Representatives, using a combination of firm-offered programs and referrals to third-party asset managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)