Phil Bowen is a Registered Assistant and the newest member of the Anderson-Hansen Team. Phil joined the team in 2022, bringing with him a passion for helping clients navigate the complexities of the financial markets. With a focus on crafting and executing financial plans and investment strategies, Phil is dedicated to ensuring his clients’ financial goals are met with precision and care.
After graduating from the University of Minnesota’s Carlson School of Management, Phil earned both the Series 7 and Series 66 licenses and passed the Securities Industry Essentials (SIE®) exam, demonstrating a comprehensive understanding of the financial industry.
Outside of work, Phil is an active member of his local church, volunteering in various capacities for over a decade. As a brother, uncle, and son, he values family and community involvement. Phil enjoys staying active through outdoor activities such as fishing and golfing. He lives in Lakeville.
Education
University of Minnesota Carlson School of Management (Minneapolis, MN) - Bachelor’s Degree in Marketing and Finance
Certifications
Series 7, Series 66, SIE