Nathan Lowe, financial advisor Grand Rapids MI
93 score

Nathan Lowe

CRD Number: 6425537
Current Firm: Plante Moran Financial Advisors

Nathan Lowe (CRD# 6425537) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Grand Rapids, MI and has over 3 years of experience in the finance industry. Nathan Lowe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Plante Moran Financial Advisors Grand Rapids, MI Jan 2014 - Current 4
University Of Notre Dame South Bend, IN Jun 2011 - Jan 2014 2
Plante Moran Financial Advisors Grand Rapids, MI Jun 2013 - Aug 2013 < 1
University Of Notre Dame South Bend, IN Aug 2012 - May 2013 < 1
Treadstone Grand Rapids, MI Jul 2012 - Aug 2012 < 1
Vector Distribution Grand Rapids, MI May 2012 - Jul 2012 < 1
University Of Notre Dame South Bend, IN Aug 2011 - May 2012 < 1
Orchard Hills Athletic Club Grand Rapids, MI Jun 2011 - Aug 2011 < 1
University Of Chicago Chicago, IL Aug 2010 - Jun 2011 < 1
Meijer Grand Rapids, MI Jun 2010 - Aug 2010 < 1
Catholic Central High School Grand Rapids, MI Aug 2006 - Aug 2010 4
Wolfgangs Restaurant Grand Rapids, MI Feb 2009 - Jun 2010 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Nathan H. Lowe
Phone Number: 248-352-2500
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    13,208
    MILLIONS
  • Total Number of Accounts
    11,907
    ACCOUNTS
  • Average Account Value
    $1,109,274
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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