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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
Branch Locations
385 Inverness Pkwy #390, Englewood, CO 80112 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 06/2021 | 06/2022 |
| Minnesota Life Insurance Co | St Paul | MN | 06/2021 | 06/2022 |
| Renaissance Financial Corp | Omaha | NE | 06/2021 | 06/2022 |
| Union Bank & Trust | Lincoln | NE | 02/2017 | 07/2022 |
| Simply Amaizen Popcorn | Lincoln | NE | 05/2013 | 02/2017 |
| Modern Woodmen Of America | Rock Island | IL | 07/2022 | 01/2023 |
| Mwa Financial Services Inc | Rock Island | IL | 10/2022 | 01/2023 |
| Berthel, Fisher & Company Financial Services, Inc. | Lincoln | NE | 01/2023 | 06/2023 |
| Bowman Financial Strategies | Englewood | CO | 07/2023 | Present |
| Creativeone Wealth | Overland Park | KS | 09/2023 | Present |
BOWMAN FINANCIAL STRATEGIES; ENGLEWOOD, CO; INVESTMENT RELATED; SALE OF LIFE INSURANCE AND ANNUITIES AND NOW ADDING INVESTMENT ADVISORY; START DATE 07/2023; 160 HRS/MONTH AND DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-19 |
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