Lowell Cornwell (CRD# 3117673) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Fort Dodge, IA and has over 25 years of experience in the finance industry.
CRD# 3271729
Cambridge Investment Research Advisors, Inc.
CRD# 4198301
Lpl Financial LLC
CRD# 2240774
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services, Inc. | Fort Dodge, IA | Sep 2020 - Current | 3 |
| Honkamp Krueger Financial Services Inc. | Fort Dodge, IA | Jan 1999 - Current | 25 |
| Cornwell, Frideres, Maher & Associates | Fort Dodge, IA | Aug 1972 - Current | 51 |
| Proequities, Inc. | Fort Dodge, IA | Jul 1999 - Sep 2020 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1998 |
- IA
-
Total Assets Under Management6,377MILLIONS
-
Total Number of Accounts12,286ACCOUNTS
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Average Account Value$519,058
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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