Ryan M. Bowman

MAXELE ADVISORS

WEBSTER GROVES, MO 63119

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CRD#: 6141733

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

Aliases

Bo 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Michael 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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

September 8, 2026 - Present

MAXELE ADVISORS, LLC

Office #1: 20 Allen Avenue Suite 330, Webster Groves, MO 63119

RIA

CRD#: 165129

WEBSTER GROVES, MO

Past

June 11, 2025 - December 18, 2025

TERRACE WEALTH

RIA

CRD#: 336506

St. Louis, MO

Past

September 21, 2020 - May 18, 2023

ASPEN WEALTH STRATEGIES, LLC

RIA

CRD#: 307424

ARVADA, CO

Past

April 4, 2019 - September 23, 2020

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

ARVADA, CO

Past

September 25, 2017 - October 31, 2018

DUNSTON FINANCIAL GROUP, LLC

RIA

CRD#: 226692

DENVER, CO

Past

March 22, 2017 - September 8, 2017

MONETA GROUP INVESTMENT ADVISORS, LLC

RIA

CRD#: 104727

CLAYTON, MO

Past

September 23, 2016 - March 20, 2017

MARINER WEALTH

RIA

CRD#: 140195

ST. LOUIS, MO

Past

November 19, 2015 - March 20, 2017

MARINER WEALTH ADVISORS

RIA

CRD#: 207512

St. Louis, MO

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".

MAXELE ADVISORS, LLC

CLIENTPOINTE ADVISORS, LLC | MAXELE ADVISORS, LLC

CRD#: 165129 / SEC#: 801-121992

RIA

Registered Investment Advisory firm - (7/28/2021 Approved)

Illinois

Registered Investment Advisory firm - (12/11/2023 Terminated)

Louisiana

Registered Investment Advisory firm - (12/19/2023 Terminated)

Missouri

Registered Investment Advisory firm - (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.

Highlighted states indicate IAR registrations

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

Current Firm

MAXELE ADVISORS, LLC

CLIENTPOINTE ADVISORS, LLC | MAXELE ADVISORS, LLC

CRD#: 165129 / SEC#: 801-121992

RIA

Registered Investment Advisory firm - (7/28/2021 Approved)

Illinois

Registered Investment Advisory firm - (12/11/2023 Terminated)

Louisiana

Registered Investment Advisory firm - (12/19/2023 Terminated)

Missouri

Registered Investment Advisory firm - (12/11/2023 Terminated)

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Contact information

Main Address

20 Allen Avenue Suite 330, Webster Groves, MO 63119

Mailing Address

Phone number

(314) 961-1850

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	608
AUM (Assets Under Management)	$ 165,276,239

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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Ryan M. Bowman

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MAXELE ADVISORS, LLC

TERRACE WEALTH

ASPEN WEALTH STRATEGIES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

DUNSTON FINANCIAL GROUP, LLC

MONETA GROUP INVESTMENT ADVISORS, LLC

MARINER WEALTH

MARINER WEALTH ADVISORS

Primary Firm SEC Registration

MAXELE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

MAXELE ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAXELE ADVISORS, LLC

TRUST BUT VERIFY

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