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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-13 |
| CO | RA | APPROVED | 2018-11-30 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
385 Inverness Parkway Suite 390, Englewood, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bowman Financial Strategies | Englewood | CO | 05/2016 | Present |
| Usa Financial Securities | Ada | MI | 05/2016 | 11/2018 |
| Creativeone Wealth, Llc Formerly Change Path Llc | Overland Park | KS | 11/2018 | Present |
1.) Bowman Financial Strategies, LLC - Investment Related. Owner. An entity that was created to manage income derived from Erik Bowman's Financial Planning, of which personal and business expenses are paid out of. 385 Inverness Parkway, Suite 390, Englewood, CO 80112. Start 10/2017. 21-40 Hrs/Month During Non-Business Hours. 6-10 Hrs/Month Business Hours. 2.) Rainmaker Commission - Investment Related. Owner. Entity provides services to track revenue within a portal for financial advisors. 6884 Winter Ridge Court, Castle Pines, CO 80108. Responsible for managing creation of website, marketing, and ongoing implementation. Start 11/2018. 1-5 Hrs/Month During Non-Business Hours. 1-5 Hrs/Month During Business Hours. 3.)Erik Bowman Sole Proprietor - Investment Related. Owner. Sells annuity and insurance products to clients on an as needed basis. 385 Inverness Parkway, Suite 390, Englewood, CO 80112. Start 05/2016. 11-20 Hrs/Month During Non-Business Hours. 1-5 Hrs/Month During Business Hours. 4.) Impact Tax and Advisory; not investment related; 385 Inverness Parkway, suite 390 Englewood CO 80112; CPA firm. Licensed in state of Colorado. Conducting CPA activities and tax preparation; minority Owner, COO; 01/2026; 5 hrs/mo; 5 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-24 |
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