Christopher J. Bowman

CREATIVEONE WEALTH

Scottsdale, AZ 85255

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CRD#: 2187173

Professional summary

Christopher John Bowman, who also goes by Chris Bowman, Christopher Bowman, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Scottsdale, Arizona.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Christopher has worked at 16 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Bowman | Christopher Bowman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) PWA PARTNERS, LLC TRADE NAME PROSPECT WEALTH ADVISORS, INVESTMENT-RELATED, SCOTTSDALE AZ; INSURANCE SALES; MEMBER/OWNER; 01/12/2024 , 100 HOURS/MONTH. 50 HOURS/PER DURING TRADING HOURS, ADVISORY SERVICES OFFERED THROUGH CREATIVEONEWEALTH,LLC (RIA). (2)TRIADA LLC; SCOTTSDALE, AZ; MEMBER; 10/2019; LLC MANAGEMENT AND BUSINESS DEVELOPMENT FOR REAL ESTATE VENTURES; INVESTMENT RELATED IF REQUESTED TO MEET WITH POTENTIAL INVESTORS; 5 HOURS/MONTH, PRIMARILY AFTER MARKET HOURS, MAKE INTRODUCTIONS TO REAL ESTATE DEVELOPMENT COMPANIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher John Bowman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 18, 2022 - Present

CREATIVEONE WEALTH, LLC

Office #1: 17851 N 85th St Suite 275, Scottsdale, AZ 85255

RIA

CRD#: 281213

Scottsdale, AZ

Past

December 9, 2019 - October 18, 2022

CLARAPHI ADVISORY NETWORK, LLC

RIA

CRD#: 165868

Scottsdale, AZ

Past

December 20, 2017 - January 2, 2020

AEON CAPITAL INC

CRD#: 164004

Scottsdale, AZ

Past

November 10, 2016 - November 14, 2019

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

SCOTTSDALE, AZ

Past

February 21, 2012 - January 16, 2018

ACCELERATED CAPITAL GROUP

CRD#: 41270

SCOTTSDALE, AZ

Past

October 14, 2010 - November 7, 2016

ASHTON THOMAS PRIVATE WEALTH

RIA

CRD#: 153902

SCOTTSDALE, AZ

Past

June 3, 2008 - March 28, 2011

THE PLANNING GROUP

RIA

CRD#: 113887

SCOTTSDALE, AZ

Past

May 21, 2008 - February 21, 2012

MERIDIAN UNITED CAPITAL, LLC

CRD#: 122924

SCOTTSDALE, AZ

Past

August 24, 2005 - June 17, 2008

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

SCOTTSDALE, AZ

Past

August 5, 2005 - June 17, 2008

G.F. INVESTMENT SERVICES, LLC

CRD#: 132939

SCOTTSDALE, AZ

Past

June 29, 2005 - August 2, 2005

NATIONAL PLANNING CORPORATION

CRD#: 29604

LOS ANGELES, CA

Past

November 1, 2004 - April 29, 2005

MB TRADING

CRD#: 30330

EL SEGUNDO, CA

Past

October 11, 2001 - October 9, 2002

KIRLIN SECURITIES INC.

CRD#: 21210

SYOSSET, NY

Past

January 29, 1997 - October 30, 2001

M.S. FARRELL & COMPANY, INC.

CRD#: 24232

SYOSSET, NY

Past

June 22, 1995 - May 14, 1997

THE BOSTON GROUP

CRD#: 37652

LOS ANGELES, CA

Past

July 9, 1992 - November 16, 1992

M.S. FARRELL & COMPANY, INC.

CRD#: 24232

SYOSSET, NY

Past

October 30, 1991 - June 4, 1992

FRANKLIN-LORD, INC.

CRD#: 6756

SCOTTSDALE, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CREATIVEONE WEALTH, LLC

CRD#: 281213 / SEC#: 801-106677

RIA

Registered Investment Advisory firm - (9/25/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(11/21/2022)

IAR

Texas
(10/18/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/8/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/16/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/21/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/5/1997

General Securities Principal Examination

Current Firm

CREATIVEONE WEALTH, LLC

CRD#: 281213 / SEC#: 801-106677

RIA

Registered Investment Advisory firm - (9/25/2015 Approved)

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Contact information

Main Address

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211

Mailing Address

Phone number

(913) 402-7897

Established

Firm type

Fiscal year end

# of Employees

217

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CREATIVEONE WEALTH ADV PART 2A 03.31.2025 (4/15/2025)

Regulatory assets under management

Total Number of Accounts	29,437
AUM (Assets Under Management)	$ 4,828,907,475

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Christopher J. Bowman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher John Bowman's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLARAPHI ADVISORY NETWORK, LLC

AEON CAPITAL INC

AE WEALTH MANAGEMENT, LLC

ACCELERATED CAPITAL GROUP

ASHTON THOMAS PRIVATE WEALTH

THE PLANNING GROUP

MERIDIAN UNITED CAPITAL, LLC

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

G.F. INVESTMENT SERVICES, LLC

NATIONAL PLANNING CORPORATION

MB TRADING

KIRLIN SECURITIES INC.

M.S. FARRELL & COMPANY, INC.

THE BOSTON GROUP

M.S. FARRELL & COMPANY, INC.

FRANKLIN-LORD, INC.

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/8/2005

Series 63

Date: 5/16/2005

SIE

Date: 10/1/2018

Series 7

Date: 6/21/1995

Series 24

Date: 7/5/1997

Current Firm

CREATIVEONE WEALTH, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CREATIVEONE WEALTH, LLC

TRUST BUT VERIFY

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