Daniel Lowis, financial advisor North Mankato MN
93 score

Daniel Lowis

CRD Number: 5534216
Current Firm: Waddell & Reed

Daniel Lowis (CRD# 5534216) is an Investment Advisor Representative working at Waddell & Reed in North Mankato, MN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Business On Belgrade North Mankato, MN Oct 2012 - Current 4
Waddell & Reed, Inc. North Mankato, MN Feb 2012 - Current 4
Various Insurance Carriers For W & R Insurance Agencies Lake Crystal, MN Feb 2012 - Current 4
Mankato Sertoma Club Mankato, MN Aug 2012 - Aug 2014 2
Edward Jones N Mankato, MN May 2008 - Feb 2012 3
Unemployed Mankato, MN Dec 2007 - May 2008 < 1
Chosen Valley Testing Mankato, MN Mar 2007 - Dec 2007 < 1
Unemployed Mankato, MN Feb 2007 - Mar 2007 < 1
Braun Intertec Mankato, MN Mar 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Daniel J. Lowis
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • GA
  • IA
  • MI
  • MN
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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

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