Lowell
Whisler
Packerland Brokerage Services, Inc
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About this Advisor
Lowell Whisler is a financial advisor based in Altoona, Iowa, working with Packerland Brokerage Services, Inc. Lowell has previously held positions at Dba/Lowell K. Whisler & Associates, Union Central Life, Northwestern National Life Insurance Com, Intersecurities, Inc, Signator Investors, Inc, Royal Alliance Associates, Inc, and Packerland Brokerage Services. Lowell has passed the Series 63 regulatory exam and is registered to provide services in Iowa. Currently, Lowell is part of Packerland Brokerage Services, Inc, which operates out of Altoona, Iowa. The firm has 133 offices and 290 employees. The firm manages assets totaling $854.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Packerland Brokerage Services, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Packerland Brokerage Services, Inc Brokerage Details
$854,243,663
290
4,831
$176,825
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Lowell Whisler Work History
Packerland Brokerage Services
Intersecurities, Inc
Northwestern National Life Insurance Com
Dba/Lowell K. Whisler & Associates
Union Central Life
Royal Alliance Associates, Inc
Signator Investors, Inc
Disclosures
Please visit the SEC profile of Lowell Whisler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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