Lowell Plotkin, financial advisor Troy MI
93 score

Lowell Plotkin

CRD Number: 1259456
Current Firm: Northwestern Mutual Investment Services,llc

Lowell Plotkin (CRD# 1259456) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Troy, MI and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Investment Services, LLC Milwaukee, WI Mar 1984 - Current 32
Northwestern Mutual Life Insurance Company Milwaukee, WI Oct 1982 - Current 34
Northwestern Mutual Investment Services, LLC Troy, MI Mar 2013 - Mar 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1988
S65 NASAA Investment Advisors Law Examination Feb 2013
Contact Info for Lowell M. Plotkin
Phone Number: 866-664-7737
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • 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, RI, SC, SD, TN, TX, UT, VA, 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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