Brian Bowen has been an investment adviser representative at Creekmur Asset Management since July 2025, and is not listed among the firm’s executive officers or direct owners.
Creekmur Asset Management, LLC is a Morton, IL firm with $800M under management, 1,902 clients and 15 advisers across 8 offices, as of its September 2026 filing.
Brian Bowen is Senior Wealth Advisor of Creekmur Wealth Advisors. He has held positions in the financial services industry since 1999, beginning his career in corporate financial firms, and founded Integrity Financial Planning and Impact Tax Group, LLC. He works with business owners who are looking to sell or transition out of their businesses.
Brian Bowen’s longest registration was 12 years at Integrity Financial Planning, Inc. (2012–2025). Before joining Creekmur Asset Management in 2025, Brian Bowen was registered through Integrity Financial Planning, Inc.
- – present · 1 yearRoanoke, VA · Adviser representative · Firm CRD 306903
- Integrity Financial Planning, Inc.– · 12 yearsRoanoke, VA · Adviser representative · Firm CRD 164481
Professional designations
Listed by Creekmur Asset Management
- Certified Exit Planning Advisor (CEPA)
Investment adviser representative registrations
Brian Bowen is registered as an investment adviser representative in Virginia, since July 2025.
- VirginiaSince 23 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 May 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 November 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 November 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Brian Wayne Bowen
- CRD
- 4470298
- Firm
- Creekmur Asset Management · CRD 306903
- Office
- 1315 Second St. SW, Roanoke, VA 24016
- Registration
- Investment adviser registration
- In the industry since
- July 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- creekmurwealth.com
Where does Brian Bowen work?
Brian Bowen is an investment adviser representative registered through Creekmur Asset Management, LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Brian Bowen a financial advisor?
Yes. Brian Bowen has a current investment-adviser registration in Virginia, through Creekmur Asset Management since July 2025.
How many years of experience does Brian Bowen have?
Brian Bowen has 14 years in the financial industry, since July 2012, across 2 adviser firms.
What exams has Brian Bowen passed?
Brian Bowen has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in November 2001.
Where did Brian Bowen work before Creekmur Asset Management?
Before Creekmur Asset Management, Brian Bowen was registered through Integrity Financial Planning, Inc., July 2012 to July 2025.
Where is Brian Bowen based?
Brian Bowen’s registered office is in Roanoke, VA.
Is Brian Bowen registered with FINRA?
No. Brian Bowen has no current broker registration.
How can I verify Brian Bowen’s record?
Search CRD 4470298 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Bowen’s full registration record.
