EB
Erik B. Bowman
CREATIVEONE WEALTH
Englewood, CO 80112
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CRD#: 5902070
EB
Professional summary
Erik B Bowman, who also goes by Erik Bowman, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Englewood, Colorado.
Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Erik has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Erik 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.
Bowman Financial Strategies, LLC - Investment Related. Owner. An entity that was created to manage income derived from Erik Bowman's Financial Planning, of which personal and business expenses are paid out of. 385 Inverness Parkway, Suite 390, Englewood, CO 80112. Start 10/2017. 21-40 Hrs/Month During Non-Business Hours. 6-10 Hrs/Month Business Hours. Rainmaker Commission - Investment Related. Owner. Entity provides services to track revenue within a portal for financial advisors. 6884 Winter Ridge Court, Castle Pines, CO 80108. Responsible for managing creation of website, marketing, and ongoing implementation. Start 11/2018. 1-5 Hrs/Month During Non-Business Hours. 1-5 Hrs/Month During Business Hours. Erik Bowman Sole Proprietor - Investment Related. Owner. Sells annuity and insurance products to clients on an as needed basis. 385 Inverness Parkway, Suite 390, Englewood, CO 80112. Start 05/2016. 11-20 Hrs/Month During Non-Business Hours. 1-5 Hrs/Month During Business Hours.
CRS (Client Relationship Summary) - RIA
Click below to view Erik B Bowman's 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®
NoneExperience
Current
November 30, 2018 - Present
CREATIVEONE WEALTH, LLC
Office #1: 385 Inverness Parkway Suite 230, Englewood, CO 80112RIA
CRD#: 281213
Englewood, CO
Past
May 2, 2016 - November 30, 2018
USA FINANCIAL SECURITIES LLC
RIA
CRD#: 103857
Highlands Ranch, CO
Past
May 2, 2016 - November 30, 2018
USA FINANCIAL SECURITIES LLC
BD
CRD#: 103857
Highlands Ranch, CO
Past
September 16, 2011 - May 5, 2016
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
HIGHLANDS RANCH, CO
Past
May 10, 2011 - May 5, 2016
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
HIGHLANDS RANCH, CO
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".
CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH 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
Colorado(11/30/2018)
IAR
Texas(1/13/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC
CRD#: 281213 / SEC#: 801-106677
RIA
Registered Investment Advisory firm - (9/25/2015 Approved)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 29,437 |
| AUM (Assets Under Management) | $ 4,828,907,475 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
