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Mark B

Series 66

Grand Rapids, MI

Commonwealth Financial Network

Mark Bowers is a financial advisor with Commonwealth Financial Network in Grand Rapids, MI. He holds the Series 66 designation and has six years of industry experience, including previous roles at CooperDavis Financial Group and FormulaFolios. Prior to his advisory career, he was involved with Dykhuis Farms for five years. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a variety of advisory programs and services. The firm provides operations, technology, investment management, and compliance support while allowing advisors discretion to construct client portfolios from a broad range of securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Alex B

Series 66

Grand Rapids, MI

Commonwealth Financial Network

Alex Bergsma is a Series 66 licensed financial advisor with Commonwealth Financial Network, based in Grand Rapids, MI, and has one year of industry experience. Prior to joining Commonwealth, he worked at CooperDavis Financial Group and has held various roles in educational and mental health organizations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm offers a range of managed account programs, access to third-party asset managers, and comprehensive back-office services, serving both individual and institutional clients.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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