Aerial LoewenCRD Number: 7134376
Current Firm: Stifel, Nicolaus & Company, Incorporated
Aerial Loewen (CRD# 7134376) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Great Falls, MT and has over 3 years of experience in the finance industry.
State Farm Investment Management Corp.
Prudential Financial Planning Services
|Stifel, Nicolaus & Company, Incorporated||Great Falls, MT||Jul 2019 - Current||3|
|Great Harvest||Great Falls, MT||Feb 2018 - May 2019||1|
|H&r Block||Great Falls, MT||Dec 2018 - Feb 2019||< 1|
|United Sates Air Force||Malmstrom Air Force Base, MT||Sep 2013 - Jan 2018||4|
|Unemployed||Sacramento, CA||Jan 2011 - Sep 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management148,561MILLIONS
Total Number of Accounts316,625ACCOUNTS
Average Account Value$469,203
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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