Melody Lowe, financial advisor Ottumwa IA

Melody Lowe

CRD Number: 5842592
Current Firm: Spc

Melody Lowe (CRD# 5842592) is an Investment Advisor Representative working at Spc in Ottumwa, IA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Sigma Financial Corporation Ann Arbor, MI Aug 2016 - Current 7
Spc Ann Arbor, MI Aug 2016 - Current 7
Financial Partners, Inc. Ottumwa, IA Aug 2010 - Current 13
Vsr Advisory Services Overland Park, KS Jul 2012 - Aug 2016 4
Vsr Financial Services, Inc. Overland Park, KS Apr 2011 - Aug 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Melody M. Lowe
Phone Number: 734-663-1611
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    5,563
    MILLIONS
  • Total Number of Accounts
    30,541
    ACCOUNTS
  • Average Account Value
    $182,147
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • 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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