ML
ML

Matthew Carl Lowell

10 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
13 advisors
Number of Clients
47,926 clients
Average Client Portfolio
$52K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
Minimum Annual Fee:$120
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Location

1061 Cliff Dawson Rd, Watkinsville, GA, 30677

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Matthew is a board member of the Detroit Society For Human Resource Management (SHRM) since January 2023, dedicating a few hours per week to attending board meetings and events. This activity is not investment-related.

Employment History
Current Registrations
Stadion Money Management, LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Hantz Financial Services, INC.Broker
July 2020 - March 2023 · 2 yrs 8 mos
Adp Broker-Dealer, INC.Broker
September 2017 - July 2020 · 2 yrs 10 mos
Jackson National Life Distributors LLCBroker
April 2014 - September 2017 · 3 yrs 5 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.