Trent Bowers has been Member and Chief Investment Strategist of Narus Financial Partners since October 2014, is a control person of the firm and directly owns between 25% and 50% of it.
Narus Financial Partners, LLC is a Salt Lake City, UT firm with $559M under management, 208 clients and 6 advisers across 3 offices, as of its October 2026 filing.
Trent Bowers’ longest registration is the current one, 11 years at Narus Financial Partners since 2014. Before joining Narus Financial Partners in 2014, Trent Bowers was registered through Schwab Private Client Investment Advisory, Inc. and Charles Schwab & Co., Inc.
- – present · 11 yearsPrescott, AZ · Adviser representative · Firm CRD 173534
- Schwab Private Client Investment Advisory, Inc.– · 2 yearsPhoenix, AZ · Adviser representative · Firm CRD 159035
- Charles Schwab & Co., Inc.– · 3 yearsPhoenix, AZ · Adviser representative · Firm CRD 5393
Investment adviser representative registrations
Trent Bowers is registered as an investment adviser representative in Arizona, since November 2014.
- ArizonaSince 3 November 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 11 January 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 December 1999 |
| Series 7 | General Securities Representative Examination | 3 December 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Trent Alan Bowers
- CRD
- 4016539
- Firm
- Narus Financial Partners · CRD 173534
- Role
- Member and Chief Investment Strategist
- Office
- Prescott, AZ
- Registration
- Investment adviser registration
- In the industry since
- March 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Trent Bowers work?
Trent Bowers has been Member and Chief Investment Strategist of Narus Financial Partners, LLC since October 2014, and is a control person of the firm.
Is Trent Bowers a financial advisor?
Yes. Trent Bowers has a current investment-adviser registration in Arizona, through Narus Financial Partners since November 2014.
How many years of experience does Trent Bowers have?
Trent Bowers has 18 years in the financial industry, since March 2008, across 3 adviser firms.
What exams has Trent Bowers passed?
Trent Bowers has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in December 1999. FINRA credited Trent Bowers with the SIE, which began in October 2018.
Where did Trent Bowers work before Narus Financial Partners?
Before Narus Financial Partners, Trent Bowers was registered through Schwab Private Client Investment Advisory, Inc., January 2012 to October 2014; Charles Schwab & Co., Inc., February 2008 to December 2011.
Where is Trent Bowers based?
Trent Bowers’ registered office is in Prescott, AZ.
Is Trent Bowers registered with FINRA?
No. Trent Bowers has no current broker registration.
How can I verify Trent Bowers’ record?
Search CRD 4016539 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Trent Bowers’ full registration record.