Christopher Bowman
Christopher Bowman is a registered investment advisor at Creativeone Wealth, LLC, based in Overland Park, KS, with 29 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 18,725 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CreativeOne Wealth (C1W) manages investment portfolios for a fee, which is negotiable and typically ranges from 0.25% to 2.25% of the assets managed. The fee covers analysis, ongoing advisory services, and access to C1W's online platform. Fees are deducted from the client's investment account monthly or quarterly. The rate charged may increase or decrease depending on the model portfolio chosen. C1W also offers a "Total Rate Method" where the rate remains constant regardless of the portfolio selected.
Location
6330 Sprint Pkwy, Suite 400, Overland Park, KS, 66211
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Regulatory History (1)
Customer Dispute
November 2019Other Business ActivitiesSells Insurance
Christopher is a member/owner of PWA Partners, LLC, doing business as Prospect Wealth Advisors, and spends about half of his time on insurance sales and advisory services. He also dedicates minimal time as a member of Triada LLC, focusing on LLC management and business development for real estate ventures.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Claraphi Advisory Network, LLC
Aeon Capital INCBroker
Ae Wealth Management, LLC
Accelerated Capital GroupBroker
Ashton Thomas Private Wealth, LLC
The Planning Group
Meridian United Capital, LLCBroker
Global Financial Private Capital, LLC
G.F. Investment Services, LLCBroker
National Planning CorporationBroker
Mb TradingBroker
Kirlin Securities INC.Broker
M.S. Farrell & Company, INC.Broker
The Boston GroupBroker
M.S. Farrell & Company, INC.Broker
Franklin-Lord, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.