Scottsdale, AZ N 85th St Office

Team
Updated today

Client AUM

$5,841,787,553

Clients

22,064

Advisors

2

Of 216 advisors across 136 offices

Location

17851 N 85th St, Suite 275

Scottsdale AZ 85251

Advisors at this office

2

Advisors at this office

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Dylan B

Series 66

Scottsdale, AZ

Creativeone Wealth, LLC

Dylan Bowman is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Investments and Prospect Wealth Advisors. Outside of his advisory work, he owns an e-commerce business, Solwater Store, which sells consumer products online. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm uses a combination of proprietary ETF-based models, third-party managers, boutique equity managers, and option strategies, supported by quantitative and fundamental analysis.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Christopher B

Series 63, Series 66

Scottsdale, AZ

Creativeone Wealth, LLC

Christopher Bowman is a financial advisor with CreativeOne Wealth, LLC who holds the Series 63 and Series 66 licenses and has 29 years of industry experience. He has worked at several firms including Prospect Wealth Advisors, LLC, Claraphi Advisory Network, LLC, and Aeon Capital, Inc. In addition to his advisory role, he is a member and owner of PWA Partners, LLC, an insurance sales business, and is involved with Triada LLC, which manages and develops real estate ventures. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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