BB
BB

Brian Wayne Bowen

13 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,630 clients
Average Client Portfolio
$345K average
Assets Under Management
$561.8M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

1315 2nd St Sw, Suite 102, Roanoke, VA, 24016

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brian is an insurance agent with various carriers, spending about half his time on this activity. He is also a managing member of Impact Tax Group, LLC, an entity offering tax preparation and planning services, also taking about half of Brian's time.

Employment History
Current Registrations
Creekmur Asset Management, LLC
July 2025 - Present · 7 mos
Previous Registrations
Integrity Financial Planning, INC.
July 2012 - July 2025 · 13 yrs
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.