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Ryan Michael Bowman

Ryan Michael Bowman

CFP®
MAXELE ADVISORS
WEBSTER GROVES, MO
·CRD# 6141733·8 years experience

Professional Summary

Ryan Michael Bowman, CFP®, who also goes by Bo Bowman, is a registered financial advisor currently at MAXELE ADVISORS, LLC located in Webster Groves, Missouri. Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Ryan has worked at 8 firms.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bo Bowman

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2015

Years of Experience

8 years in the financial services industry

Current & Past Employments

MAXELE ADVISORS, LLC·CRD# 165129
RIA
20 Allen Avenue Suite 330, Webster Groves, MO 63119
September 8, 2026 - Present
TERRACE WEALTH·CRD# 336506
RIA
St. Louis, MO
June 11, 2025 - December 18, 2025
ASPEN WEALTH STRATEGIES, LLC·CRD# 307424
RIA
Arvada, CO
September 21, 2020 - May 18, 2023
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC·CRD# 149018
RIA
Arvada, CO
April 4, 2019 - September 23, 2020
DUNSTON FINANCIAL GROUP, LLC·CRD# 226692
RIA
Denver, CO
September 25, 2017 - October 31, 2018
MONETA GROUP INVESTMENT ADVISORS, LLC·CRD# 104727
RIA
Clayton, MO
March 22, 2017 - September 8, 2017
MARINER·CRD# 140195
RIA
St. Louis, MO
September 23, 2016 - March 20, 2017
MARINER WEALTH ADVISORS·CRD# 207512
RIA
St. Louis, MO
November 19, 2015 - March 20, 2017

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Current Firm

MA
MAXELE ADVISORS, LLC

CLIENTPOINTE ADVISORS, LLC | MAXELE ADVISORS, LLC

CRD#: 165129 / SEC#: 801-121992
RIA
Registered Investment Advisory firm - SEC (7/28/2021 Approved)
Illinois
Registered Investment Advisory firm - Illinois (12/11/2023 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (12/19/2023 Terminated)
Missouri
Registered Investment Advisory firm - Missouri (12/11/2023 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

20 Allen Avenue Suite 330, Webster Groves, MO 63119

Phone Number

(314) 961-1850

# of Employees

4

SEC notice filing (4 States and Territories)

Registered to provide investment advisory services in 4 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (4/1/2026)

Regulatory Assets Under Management

Total Number of Accounts

624

AUM (Assets Under Management)

$201,565,331

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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".
MA
MAXELE ADVISORS, LLC

CLIENTPOINTE ADVISORS, LLC | MAXELE ADVISORS, LLC

CRD#: 165129 / SEC#: 801-121992
RIA
Registered Investment Advisory firm - SEC (7/28/2021 Approved)
Illinois
Registered Investment Advisory firm - Illinois (12/11/2023 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (12/19/2023 Terminated)
Missouri
Registered Investment Advisory firm - Missouri (12/11/2023 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Missouri
(9/8/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary) - RIA

Click below to view Ryan Michael Bowman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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