Christopher Bowman (CRD# 2187173) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Scottsdale, AZ and has over 18 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creativeone Wealth, LLC | Overland Park, KS | Oct 2022 - Current | 1 |
| Gfa Wealth Design, Llc Trade Name Gentry Wealth Management | Scottsdale, AZ | Aug 2005 - Current | 18 |
| Claraphi Advisory Network, LLC | Aliso Viejo, CA | Dec 2019 - Oct 2022 | 2 |
| Aeon Capital, Inc. | Middletown, NJ | Dec 2017 - Jan 2020 | 2 |
| Ae Wealth Management, LLC | Topeka, KS | Oct 2016 - Nov 2019 | 3 |
| Accelerated Capital Group | Irvine, CA | Feb 2012 - Dec 2017 | 5 |
| Ashton Thomas Private Wealth LLC | Scottsdale, AZ | Jun 2010 - Oct 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
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Total Assets Under Management3,430MILLIONS
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Total Number of Accounts21,910ACCOUNTS
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Average Account Value$156,562
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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