Brent Mowinski, financial advisor Owosso MI

Brent Mowinski

CRD Number: 5529930
Current Firm: Lpl Financial LLC

Brent Mowinski (CRD# 5529930) is an Investment Advisor Representative working at Lpl Financial LLC in Owosso, MI and has over 15 years of experience in the finance industry. Brent Mowinski 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
Lpl Financial LLC Owosso, MI May 2021 - Current 2
Jacobs Insurance Owosso, MI Aug 2010 - Current 13
Mowinski Financial, LLC Owosso, MI Jul 2010 - Current 13
Voya Financial Advisors Owosso, MI Sep 2014 - May 2021 6
Ing Financial Partners, Inc. Owosso, MI Jan 2010 - Aug 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S65 NASAA Investment Advisors Law Examination Oct 2009
Contact Info for Brent J. Mowinski
Phone Number: 704-733-3300
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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