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Michael Chad Lowe

Insight Wealth Partners

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About Michael Chad Lowe

Michael Chad Lowe is a financial advisor with Insight Wealth Partners. Michael Lowe has been in the financial services industry for 23 years. Michael Lowe is registered with the state of Texas. Michael Lowe has passed the Series 7, Series 63 and Series 65 exams. Michael Lowe specializes in providing financial advice to individuals, high net worth individuals, corporations, and charitable organizations.

Firm Information

Michael Lowe is currently registered with Insight Wealth Partners. Insight Wealth Partners is an investment advisory firm located in PLANO, TX. The firm has 12 licensed agents and 13 investment adviser representatives. It manages $789,957,931 in regulatory assets under management, with a majority of those assets being discretionary. The firm offers financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. The firm's clients include high-net-worth individuals, corporations, and individuals other than high-net-worth.
Insight Wealth Partners

3333 PREMIER DRIVE

PLANO, TX 75023

$789.96M

Assets Under Management

30

Total Clients

14

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Lowe’s Registration & Firm History

TX

11/04/2010 - Present

Insight Wealth Partners (PLANO TX)

TX

06/05/2009 - 11/04/2010

BREWER FINANCIAL SERVICES, LLC (PLANO TX)

TX

11/25/1998 - 06/03/2009

AMERIPRISE FINANCIAL SERVICES, INC. (RICHARDSON TX)

MN

11/25/1998 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 05/06/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/10/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/07/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Chad Lowe.
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