BL
CFP

Brice Gregory Lowe

15 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
156 advisors
Number of Clients
16,313 clients
Average Client Portfolio
$520K average
Assets Under Management
$8.5B

Fee Structure

Minimum Investment:$5K

Fees are based on assets under management or advisement. Financial planning, reporting, and/or consulting services may incur an additional fee, based on a percentage of assets or a flat or hourly rate. Minimum account values may apply for certain programs like Model Wealth Portfolios (lowest minimum $25,000).

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

150 N. Main, Cc10, Wichita, KS, 67202

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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 ActivitiesSells Insurance

Brice offers investment advisory services through Mariner Independent Advisor Network, LLC, dedicating nearly full-time hours to this activity. He also has a business entity for tax/investment purposes, sells non-variable insurance, and owns real estate rental property.

Employment History
Current Registrations
LPL Financial LLC Broker
February 2024 - Present · 1 yr 11 mos
Mariner Advisor Network
February 2024 - Present · 1 yr 11 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated Broker
March 2011 - February 2024 · 12 yrs 11 mos
Stifel, Nicolaus & Company, Incorporated
March 2011 - February 2024 · 12 yrs 11 mos
Stifel, Nicolaus & Company, Incorporated
June 2009 - January 2010 · 7 mos
Stifel, Nicolaus & Company, Incorporated Broker
April 2009 - January 2010 · 9 mos
State Registrations15 states
ARCACOFLILINKSMONCOKORPASCTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.