Austin Bowlin has been an investment adviser representative at Secure Asset Management since May 2021, and is not listed among the firm’s executive officers or direct owners.
Secure Asset Management, L.L.C. is a Troy, MI firm with $871M under management, 2,877 clients and 54 advisers across 32 offices, as of its August 2026 filing.
Austin Bowlin is Partner and Chief Exchange Strategist of Real Estate Transition Solutions. He leads the firm's team of licensed 1031 Exchange advisors and analysts, and his work focuses on tax analysis, tax-deferral strategies, legal entity re-structuring, co-ownership arrangements, 1031 replacement property options and Delaware Statutory Trust investments. Before joining the firm, he worked at PricewaterhouseCoopers (PwC), first in audit and then in Transaction Services.
Austin Bowlin’s longest registration is the current one, 5 years at Secure Asset Management since 2021. Before joining Secure Asset Management in 2021, Austin Bowlin was registered through Concorde Asset Management, LLC.
- Concorde Asset Management, LLC– · under a yearMercer Island, WA · Adviser representative · Firm CRD 140367
Investment adviser representative registrations
Austin Bowlin is registered as an investment adviser representative in Washington, since May 2021.
- WashingtonSince 4 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 November 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 11 January 2018 |
| Series 22 | Direct Participation Programs Representative Examination | 16 October 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Direct Participation Programs Representative Examination
- Full name
- Austin A Bowlin
- CRD
- 5674142
- Firm
- Secure Asset Management · CRD 144046
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2017
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- re-transition.com
Where does Austin Bowlin work?
Austin Bowlin is an investment adviser representative registered through Secure Asset Management, L.L.C. since May 2021, and is not listed among the firm’s executive officers or direct owners.
Is Austin Bowlin a financial advisor?
Yes. Austin Bowlin has a current investment-adviser registration in Washington, through Secure Asset Management since May 2021.
How many years of experience does Austin Bowlin have?
Austin Bowlin has 8 years in the financial industry, since November 2017, across 2 adviser firms.
What exams has Austin Bowlin passed?
Austin Bowlin has passed 3 licensing exams: the Series 22, Series 63 and Series 65. The earliest, the Series 22, was passed in October 2017. FINRA credited Austin Bowlin with the SIE, which began in October 2018.
Where did Austin Bowlin work before Secure Asset Management?
Before Secure Asset Management, Austin Bowlin was registered through Concorde Asset Management, LLC, January 2021 to April 2021.
Is Austin Bowlin registered with FINRA?
Yes. Austin Bowlin has a current broker registration, under CRD 5674142.
Source: FINRA BrokerCheck
How can I verify Austin Bowlin’s record?
Search CRD 5674142 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Austin Bowlin’s full registration record.