LW
CFP
LW
CFP

Lowell Weiss

16 Years of Experience
Denver, CO
Broker

Lowell Weiss is a CFP-designated registered investment advisor, based in Denver, CO, with 16 years of industry experience.

Location

1580 Lincoln Street, Suite 680, Denver, CO, 80203

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Lowell owns Bearly Believeable Rentals, LLC, a rental real estate business, and spends minimal time overseeing the property management. He also rents Disney vacation points, dedicating minimal time to this activity.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
July 2025 - Present · 1 yr 2 mos
Elevation Point Wealth Partners, LLC
July 2025 - Present · 1 yr 2 mos
Previous Registrations
Raymond James & Associates, INC.
March 2010 - July 2025 · 15 yrs 4 mos
Raymond James & Associates, INC.Broker
October 2009 - July 2025 · 15 yrs 9 mos
State Registrations18 states
AKALARCACOCTILKYMDMINCNYOHPATNTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.