Houston, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$4,281,618,147
ClientsTotal clients
6,280
AdvisorsAdvisors at this office
2
Of 101 advisors across 61 offices
Location
Houston TX
Advisors at this office
2
Advisors at this office
Maryanna B
CFP®
Houston, TX
Sowell Management
Maryanna Braun is a CFP® professional at Sowell Management with eight years of industry experience. She has worked at Baker Tilly Wealth Management, Baker Tilly US LLP, MRZ Financial Services, and United Capital Financial Advisers, including its Goldman Sachs affiliation. Braun is also a co-founder and partner of Bellwether Advisory Group, LLC, an advisory services firm. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm operates a multi-branch independent-contractor model, providing investment management and related consulting services across multiple investment styles, utilizing various platforms and third-party sub-advisors.
Oliver B
Series 65
Houston, TX
Sowell Management
Oliver Bakker is a Series 65-registered advisor with Sowell Management in Houston, TX, with one year of industry experience. His prior roles include positions at Weaver and Tidwell, L.L.P., Weaver Capital Advisors, Kelly Partners Chartered Accountants, and Star Beta. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent-contractor model and offers a range of services including investment management, financial planning, and retirement-plan advisory.
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