Eric Bowser has been Member/Investment Advisor Representative of Asset Management Services since January 2026, is not listed as a control person, but directly owns between 10% and 25% of the firm. Eric Bowser holds a Business degree with a concentration in Finance and Marketing from the University of South Florida College of Business.
Asset Management Services, Inc. is a firm with $109M under management, 296 clients and 3 advisers in one office, as of its July 2026 filing.
Eric M. Bowser is Chief Retirement Advisor and an Investment Advisor Representative of Safe Harbor Retirement Planners. He is also President of Safe Harbor Financial Group, an affiliated company. He has ten years of experience helping retirees reach their goals.
Eric Bowser’s longest registration is the current one, 9 years at Asset Management Services since 2017. Before joining Asset Management Services in 2017, Eric Bowser was registered through Wealthmax Advisors, LLC.
- – present · 9 yearsAbingdon, MD · Adviser representative · Firm CRD 110803
- Wealthmax Advisors, LLC– · under a yearAbingdon, MD · Adviser representative · Firm CRD 284795
Professional designations
Listed by Asset Management Services
- Chartered Retirement Planning Counselor (CRPC®)
Investment adviser representative registrations
Eric Bowser is registered as an investment adviser representative in Maryland, since August 2017.
- MarylandSince 15 August 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 June 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Eric Matthew Bowser
- CRD
- 6688596
- Firm
- Asset Management Services · CRD 110803
- Role
- Member/Investment Advisor Representative
- Office
- Abingdon, MD
- Registration
- Investment adviser registration
- In the industry since
- October 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- shretirement.com
Where does Eric Bowser work?
Eric Bowser has been Member/Investment Advisor Representative of Asset Management Services, Inc. since January 2026.
Is Eric Bowser a financial advisor?
Yes. Eric Bowser has a current investment-adviser registration in Maryland, through Asset Management Services since August 2017.
How many years of experience does Eric Bowser have?
Eric Bowser has 10 years in the financial industry, since October 2016, across 2 adviser firms.
What exams has Eric Bowser passed?
Eric Bowser passed the Series 65 in June 2016.
Where is Eric Bowser based?
Eric Bowser’s registered office is in Abingdon, MD.
Is Eric Bowser registered with FINRA?
No. Eric Bowser has no current broker registration.
How can I verify Eric Bowser’s record?
Search CRD 6688596 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Bowser’s full registration record.