Nathan Lowe, CFP®, CPWA®
Wealth Management at JVL Wealth Strategies- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
US
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Credentials
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CPWA®
Investments & Wealth InstituteMay, 2022- Nov, 2024 -
CFP®
CFP BoardApr, 2017- Nov, 2024 -
Series 65 License - Uniform Investment Adviser Law Examination
State of MichganDec, 2014- Nov, 2024
Experience
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JVL Wealth Strategies
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United States
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Financial Services
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1 - 100 Employee
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Wealth Management
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Jan 2022 - Present
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Manager, Wealth Management
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Jul 2019 - Jan 2022
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Senior Advisor, Wealth Management
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Jul 2016 - Jul 2019
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Advisor, Wealth Management
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Jan 2014 - Jun 2016
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Plante Moran Financial Advisors
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Greater Grand Rapids, Michigan Area
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Intern, Wealth Management
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Jun 2013 - Aug 2013
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Marketing Assistant and Intern
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Jun 2012 - Aug 2012
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Vector Distribution
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Greater Grand Rapids, Michigan Area
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Distribution and Receiving Assistant
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May 2012 - Jul 2012
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Orchard Hills Athletic Club
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Greater Grand Rapids, Michigan Area
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Youth Sports Camp Counselor
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May 2011 - Aug 2011
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Meijer
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United States
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Retail
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700 & Above Employee
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Warehouse Distribution Clerk
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May 2010 - Aug 2010
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Community
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