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Velma Sue Bowen

Advisor at Ameriprise — Bowling Green, MO E Champ Clark Drive

Updated today

Credentials

Series 63, Series 66

Experience

34 years

Location

Bowling Green, MO 63334-2363

Ameriprise logo

Ameriprise

Institution

Total advisors

12,770

Across 4,082 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Velma Bowen is a financial advisor with Ameriprise in Bowling Green, MO, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she is involved in managing a family farm used for hunting purposes. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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

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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

Bowling Green, MO E Champ Clark Drive

1214 E Champ Clark Drive, Suite B

Bowling Green MO 63334

Advisors at this office

4

Most active in

Missouri

Work history

34 years of industry experience

Ameriprise

2020 - Present • 6 years

Bowling Green, MO

Ameriprise Financial Services, Inc.

2005 - 2020 • 15 years

Bowling Green, MO

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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Jason H

Series 65, Series 63

Louisiana, MO

Ameriprise

Jason Henry is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Ameriprise Financial Services and its predecessor entities since 1989. Outside of advising, he assists with a family farming operation during harvest season. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on dependable income sources and tax-aware withdrawal strategies. The firm's approach integrates proprietary research with third-party data and emphasizes collaboration between centralized service teams and financial advisors.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement

Kevin B

Series 63, Series 65, Series 66

Bowling Green, MO

Edward Jones

Kevin Brown is a financial advisor with Edward Jones, holding Series 63, 65, and 66 designations and bringing 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Outside of his advisory role, he is involved in row crop farming in Bowling Green, Missouri. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Retirement income strategy General retirement planning Founder/Business Owner
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James H

Series 65, Series 63

Bowling Green, MO

Ameriprise

James Hartung is a financial advisor with Ameriprise, holding Series 65 and Series 63 credentials and bringing 39 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of financial advising, Hartung owns a cattle ranch and is involved in local community service as a board member for Ruth Jensen Village in Bowling Green, MO. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice, incorporating proprietary research and third-party data within an investment approach influenced by affiliated product options.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement

Kayla C

CFP®, ChFC®, Series 66

Bowling Green, MO

Edward Jones

Kayla Caldwell is a financial advisor with Edward Jones in Bowling Green, MO, holding CFP® and ChFC® designations and eight years of industry experience. She worked at Sysco Corporation for five years prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Retirement income strategy Business exit / sale strategy Business ownership considerations General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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Eddie C

CFP®, Series 66

Frankford, MO

Edward Jones

Eddie Collier II is a CFP® with Edward Jones, where he has worked since 2013, accumulating 13 years of experience in the financial industry. He holds the Series 66 designation and is based in Frankford, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices and offers a range of advisory programs with fiduciary standards and affiliated investment products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Sylvia C

Series 66

Bowling Green, MO

Ameriprise

Sylvia Creech is a financial advisor at Ameriprise with a Series 66 credential and two years of industry experience. Prior to joining Ameriprise, she worked at Veterans United Home Loans and has held various roles in education and the food service industry. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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