Ryan M. Bowman

TERRACE WEALTH

CLAYTON, MO 63105

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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 TERRACE WEALTH located in Clayton, Missouri.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Ryan has worked at 7 firms .

Question & Answer

Are you a "fiduciary"?

Yes

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).

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

June 11, 2025 - Present

TERRACE WEALTH

Office #1: 7733 Forsyth Blvd Suite 1100, Clayton, MO 63105

RIA

CRD#: 336506

CLAYTON, 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

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
(6/11/2025)

IAR

Wisconsin
(7/23/2025)

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

TERRACE WEALTH

FUNDED RIA HOLDINGS, LLC | TERRACE WEALTH, LLC | TERRACE WEALTH

CRD#: 336506 / SEC#:

Missouri

Registered Investment Advisory firm - (6/11/2025 Approved)

Wisconsin

Registered Investment Advisory firm - (7/23/2025 Approved)

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Contact information

Main Address

7733 Forsyth Blvd Suite 1100, Clayton, MO 63105

Mailing Address

Phone number

(314) 810-4012

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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

Question & Answer

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

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

State Registrations and Notice Filings

Exams

Current Firm

TERRACE WEALTH

Contact information

Documents

Red Flags

Company Information

TERRACE WEALTH

TRUST BUT VERIFY

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