Erik B Bowman
Investment adviser representative at Creativeone Wealth, LLC
10 yearsExperience
2 statesRegistered in
$6.3BFirm assets
11 yearsFirm in business
Are you Erik B Bowman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Creativeone Wealth, LLCNov 2018 to now
- Creativeone Wealth, LLC Formerly Change Path LLCNov 2018 to now
- Bowman Financial StrategiesMay 2016 to now
- USA Financial SecuritiesMay 2016 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Creativeone Wealth, LLC
$6.3BAssets managed
22,291Clients
220Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5902070
- Firm CRD
- 281213