Eric Lowell, financial advisor Leawood KS
74 score

Eric Lowell

CRD Number: 3076285
Current Firm: Montage Investments, LLC

Eric Lowell (CRD# 3076285) is an Investment Advisor Representative working at Montage Investments, LLC in Leawood, KS and has over 18 years of experience in the finance industry. Eric Lowell 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
Montage Securities, LLC Leawood, KS Oct 2013 - Current 3
Montage Investments, LLC Leawood, KS Oct 2013 - Current 3
Eric Lowell Insurance Agency Overland Park, KS Jan 2011 - Jul 2013 2
State Farm Vp Management Corp. Overland Park, KS Jan 2011 - Jul 2013 2
State Farm Insurance Columbia, MO Jun 2010 - Jan 2011 < 1
State Farm Vp Management Corp. Columbia, MO Jun 2010 - Jan 2011 < 1
State Farm Vp Management Corp. Shawnee, KS Jun 2009 - Jun 2010 1
State Farm Insurance Shawnee, KS Apr 2009 - Jun 2010 1
Pfg Distribution Company Hartford, CT Feb 2009 - Apr 2009 < 1
Phoenix Life Insurance Co Shawnee, KS Nov 2006 - Apr 2009 2
Phoenix Equity Planning Corp Shawnee, KS Nov 2006 - Apr 2009 2
Commerce Brokerage Services, Inc. St. Louis, MO Jul 2001 - Nov 2006 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Oct 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Eric M. Lowell
Phone Number: 913-647-9700
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    36
    MILLIONS
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $2,980,818
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

KS, MO

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BADGES
74

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