Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devin? Claim Your ProfileDevin Lowenberg is a financial advisor currently registered with LPL Financial LLC. Devin's current registration status is APP_PEND_IARCE. Devin has previously been employed by Raymond James Financial Services, Inc. and has passed the Series 66, Series 7TO, and SIE exams. Devin's specializations include retirement planning, college savings, insurance, estate planning, and investment strategies. Devin's background includes work with Southwestern Advantage, Southwestern Investment Group, Casey Wealth Team, SageSpring Wealth Partners and Lake Ridge Bank.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
01/16/2025 - Present
LPL Financial LLC (MIDDLETON WI)
NE
01/29/2022 - 12/22/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (OMAHA NE)
BOTH
Issued 04/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Devin Lowenberg is the right advisor for you? Invested Better is here to help.
