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Erik B Bowman

Creativeone Wealth, LLC

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About Erik B Bowman

Erik Bowman is a financial advisor with Creativeone Wealth, LLC. Erik has been in the financial services industry since 2011. Erik is registered with the state of Colorado and Texas. Erik is a Series 66, Series 7, and Series 24 licensed advisor. Erik specializes in providing financial planning, portfolio management, and other advisory services for individuals and businesses.

Firm Information

Erik Bowman is currently registered with Creativeone Wealth, LLC. Creativeone Wealth, LLC is an independent registered investment advisor (RIA) based in Overland Park, Kansas. The firm provides financial planning, portfolio management, and sub-adviser services to individuals, families, corporations, and other entities. Creativeone Wealth, LLC manages over $3.4 billion in assets for a client base of over 21,000. They also conduct educational seminars and publish periodicals.
Creativeone Wealth, LLC

6330 SPRINT PKWY

OVERLAND PARK, KS 66211

$3.43B

Assets Under Management

30

Total Clients

188

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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sub adviser services

Sub adviser services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Sub-adviser fees/solicitor fees

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Erik Bowman’s Registration & Firm History

KS

01/13/2021 - Present

Creativeone Wealth, LLC (OVERLAND PARK KS)

CO

05/02/2016 - 11/30/2018

USA FINANCIAL SECURITIES CORPORATION (Highlands Ranch CO)

CO

05/10/2011 - 05/05/2016

AXA ADVISORS, LLC (HIGHLANDS RANCH CO)

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Licenses & Designations

BOTH

Issued 05/24/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/22/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erik B Bowman.
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