Daniel Lowis (CRD# 5534216) is an Investment Advisor Representative working at Lpl Financial LLC in North Mankato, MN and has over 15 years of experience in the finance industry.
CRD# 1077782
Ameriprise Financial Services, LLC
CRD# 2426213
The Sherwin Group
CRD# 6873468
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | North Mankato, MN | Jul 2021 - Current | 2 |
| Zion Lutheran Church | Lake Crystal, MN | Feb 2020 - Jul 2021 | 1 |
| Sara Tilberg | Mora, MN | Jan 2019 - Jul 2021 | 2 |
| Sara L Tilberg LLC | Mora, MN | Jan 2019 - Jul 2021 | 2 |
| Waddell & Reed, Inc. | North Mankato, MN | Feb 2012 - Jul 2021 | 9 |
| Various Insurance Carriers For W & R Insurance Agencies | Lake Crystal, MN | Feb 2012 - Jul 2021 | 9 |
| Business On Belgrade | North Mankato, MN | Mar 2020 - Oct 2020 | < 1 |
| Mankato Sertoma Club | Mankato, MN | Aug 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2008 |
- MN
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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