Lowe Wealth Advisors, LLC

Lowe Wealth Advisors, LLC (CRD# 157906) is a financial advisory firm headquartered in Columbia, MD. They manage $326,842,093 in 1,189 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    327
    MILLION
  • Total Number of Accounts
    1,189
    ACCOUNTS
  • Average Account Value
    $274,888
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MD, NC, PA, TX, VA

Financial Advisors at Lowe Wealth Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
David L. Kasten
CRD#: 2388642
6230 Old Dobbin Lane, Suite 170, Columbia, MD 21045

David Kasten (CRD# 2388642) is an Investment Advisor Representative working at Lowe Wealth Advisors, LLC in Columbia, MD and has over 26 years of experience in the finance industry. David Kasten 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.

2
Jennifer A. Kutchey
CRD#: 3111362
6230 Old Dobbin Lane, Suite 170, Columbia, MD 21045

Jennifer Kutchey (CRD# 3111362) is an Investment Advisor Representative working at Lowe Wealth Advisors, LLC in Columbia, MD and has over 18 years of experience in the finance industry. Jennifer Kutchey 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.

3
Gregory A. Lowe
CRD#: 2575861
6230 Old Dobbin Lane, Suite 170, Columbia, MD 21045

Gregory Lowe (CRD# 2575861) is an Investment Advisor Representative working at Lowe Wealth Advisors, LLC in Columbia, MD and has over 25 years of experience in the finance industry. Gregory Lowe 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.

4
Harold A. Lowe
CRD#: 313396
6230 Old Dobbin Lane, Suite 170, Columbia, MD 21045

Harold Lowe (CRD# 313396) is an Investment Advisor Representative working at Lowe Wealth Advisors, LLC in Columbia, MD and has over 33 years of experience in the finance industry. Harold Lowe 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.

5
Joshua M. Sacks
CRD#: 6700025
6230 Old Dobbin Lane, Suite 170, Columbia, MD 21045

Joshua Sacks (CRD# 6700025) is an Investment Advisor Representative working at Lowe Wealth Advisors, LLC in Columbia, MD and has 1 year of experience in the finance industry. Joshua Sacks 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.

6
Bradley A. Williams
CRD#: 2721609
6230 Old Dobbin Lane, Suite 170, Columbia, MD 21045

Bradley Williams (CRD# 2721609) is an Investment Advisor Representative working at Lowe Wealth Advisors, LLC in Columbia, MD and has over 11 years of experience in the finance industry.

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