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EB

Eric S. Bowen

AMERITAS ADVISORY SERVICES
LEAWOOD, KS
Some features on this profile are disabled
CRD#: 5769668
EB

Professional summary

Eric S Bowen, CIMA® is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Leawood, Kansas and AMERITAS INVESTMENT COMPANY, LLC located in Dublin, Ohio.

Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Eric has worked at 11 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric S Bowen'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®
CIMA®

Certified Investment Management Analyst

Experience

Current

January 29, 2026 - Present

AMERITAS ADVISORY SERVICES, LLC

RIA
CRD#: 317245
LEAWOOD, KS
Current

January 29, 2026 - Present

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
DUBLIN, OH
Past

March 21, 2024 - January 26, 2026

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
OVERLAND PARK, KS
Past

June 7, 2023 - March 21, 2024

CETERA ADVISORS LLC

RIA
CRD#: 10299
OVERLAND PARK, KS
Past

May 17, 2023 - January 26, 2026

CETERA ADVISORS LLC

BD
CRD#: 10299
OVERLAND PARK, KS
Past

February 19, 2014 - April 20, 2021

WADDELL & REED

RIA
CRD#: 866
OVERLAND PARK, KS
Past

February 19, 2014 - April 20, 2021

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS
Past

February 19, 2014 - April 30, 2021

IVY DISTRIBUTORS, INC.

BD
CRD#: 16496
OVERLAND PARK, KS
Past

March 25, 2013 - February 12, 2014

MONTAGE INVESTMENTS, LLC

RIA
CRD#: 152607
LEAWOOD, KS
Past

March 20, 2013 - February 12, 2014

MSEC, LLC

BD
CRD#: 154327
LEAWOOD, KS
Past

March 15, 2011 - March 19, 2013

TD AMERITRADE, INC.

BD
CRD#: 7870
OVERLAND PARK, KS
Past

March 2, 2011 - March 19, 2013

TD AMERITRADE, INC.

RIA
CRD#: 7870
OVERLAND PARK, KS
Past

March 2, 2011 - March 19, 2013

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
OVERLAND PARK, KS
Past

April 30, 2010 - February 24, 2011

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
OVERLAND PARK, KS
Past

April 7, 2010 - February 24, 2011

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
OVERLAND PARK, KS

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".
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA
Registered Investment Advisory firm - (1/13/1998 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Kansas
(1/29/2026)
IAR
Kansas
(1/29/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/29/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/17/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/5/2010
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA
Registered Investment Advisory firm - (1/13/1998 Approved)
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Contact information

Main Address
5900 O Street, Lincoln, NE 68510
Mailing Address
Phone number
(800) 335-9858
Established
Firm type
Fiscal year end
# of Employees
560

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/19/2025)
AMERITAS INVESTMENT STRATEGIES WRAP BROCHURE (9/19/2025)
AMERITAS WEALTH PLATFORM (9/19/2025)
GALAXY WRAP FEE BROCHURE (9/19/2025)
GALAXY II WRAP FEE BROCHURE (9/19/2025)
CONSTELLATION WRAP FEE PROGRAM (9/19/2025)

Regulatory assets under management

Total Number of Accounts41,501
AUM (Assets Under Management)$ 11,506,548,514

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025
Cover Page
Report
07/23/2024
Cover Page
Report
07/27/2023
Cover Page
Report

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.

Company Information

AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245Leawood, KS

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