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Nathan Bowles

BLUEPRINT WEALTH GROUP
CHANDLER, AZ
·CRD# 6172310·10 years experience

Professional Summary

Nathan Bowles, who also goes by Nathan William Bowles, is a registered financial advisor currently at BLUEPRINT WEALTH GROUP located in Chandler, Arizona. Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Nathan has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Nathan William Bowles

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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Years of Experience

10 years in the financial services industry

Current & Past Employments

BLUEPRINT WEALTH GROUP·CRD# 341908
RIA
Chandler, AZ
May 11, 2026 - Present
RAYMOND JAMES & ASSOCIATES, INC.·CRD# 705
RIA
Chandler, AZ
July 23, 2024 - January 7, 2026
RAYMOND JAMES & ASSOCIATES, INC.·CRD# 705
BD
Chandler, AZ
June 13, 2024 - January 7, 2026
STRATCAP SECURITIES, LLC·CRD# 151152
BD
New York, NY
August 5, 2016 - July 24, 2018
CCO CAPITAL, LLC·CRD# 31147
BD
Phoenix, AZ
February 18, 2016 - August 10, 2016

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Current Firm

BW
BLUEPRINT WEALTH GROUP

BLUEPRINT WEALTH GROUP | BLUEPRINT WEALTH GROUP, LLC

CRD#: 341908
Arizona
Registered Investment Advisory firm - Arizona (5/11/2026 Approved)

Contact Information

Main Address

Chandler, AZ

Documents

Latest Form ADV

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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.

(1) Name of Business: Marley Exchange Holdings, Inc. Address: 16192 Coastal Highway, Lewes, DE 19958. Nature of Business: Inactive holding entity. Position/Title: Sole Shareholder. Investment Related: No. Start Date: 05/07/2021. Hours per month devoted to this business: 0. Hours per month devoted to this business during trading hours: 0. Description of duties: Sole shareholder of inactive entity originally formed in connection with a California social equity cannabis retail license selection. The entity has never operated, has never held material assets, and has never engaged in any investment-related activities.
(2) Name of Business: New Legacy Collective LLC. Address: 2077 East Stephens Place, Chandler, AZ 85225. Nature of Business: Management consulting and holding company. Position/Title: Principal/Owner. Investment Related: Yes. Start Date: 10/2025. Hours per month devoted to this business: 1-2. Hours per month devoted to this business during trading hours: 0-1. Description of duties: Holding entity through which Mr. Bowles owns Blueprint Wealth Group, LLC.
(3) Name of Business: Arizona Insurance Producer License. Address: 2077 East Stephens Place, Chandler, AZ 85225. Nature of Business: Insurance producer license. Position/Title: Licensed Insurance Producer. Investment Related: No. Start Date: 03/2025. Hours per month devoted to this business: 0. Hours per month devoted to this business during trading hours: 0. Description of duties: Holds active Arizona Insurance Producer license. Not currently appointed with any insurance carrier. No current insurance sales activity or compensation.

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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
Arizona
(5/11/2026)

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.

Series 66 — Uniform Combined State Law Examination

Passed Jul 2024About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2016About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Jun 2024About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed May 2023About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 2016About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Nathan Bowles's CRS (Customer Relationship Summary).

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