Lowell Weiss is a CFP-designated registered investment advisor, based in Farmington Hills, MI, with 16 years of industry experience. Lowell is also registered as a broker, so some compensation may come from commissions on products sold.
Location
31410 Northwestern Hwy, Suite G, Farmington Hills, MI, 48334
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Regulatory History
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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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
Elevation Point Wealth Partners, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations18 states
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
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