Dylan Lee Bowman
Investment adviser representative at Creativeone Wealth, LLC
12 yearsExperience
1 stateRegistered in
$6.3BFirm assets
11 yearsFirm in business
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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
12 years in the industry.
- Creativeone Wealth, LLCApr 2024 to now
- Prospect Wealth AdvisorsMar 2024 to now
- Fidelity InvestmentsJun 2022 to Apr 2024
- Hifi Kitchen & CocktailsNov 2021 to May 2022
- Riot House (riot Hospitality Group)Jun 2021 to Aug 2021
- Neon LogisticsMay 2021 to Feb 2022
- DoordashJan 2021 to May 2022
- PollenMay 2020 to Mar 2022
- Arizona Commerce AuthorityApr 2020 to May 2021
- Gentle BensAug 2019 to Feb 2020
- VivintMay 2019 to Jul 2019
- University of ArizonaAug 2018 to May 2022
- Westin Kierland Resort & SpaMay 2018 to Aug 2018
- Cactus Shadows High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7586357
- Firm CRD
- 281213