Brice
Lowe

Mariner Independent

CRD#5468540
Investment Advisor
in Wichita, KS

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About this Advisor

Brice Lowe is a financial advisor based in Wichita, Kansas, working with Mariner Independent. Brice has previously held positions at Stifel Nicolaus & Co Inc, Lpl Financial LLC, Mariner Independent Advisor Network, and Aero Capital. Brice has passed the Series 66 regulatory exam and is registered to provide services in Kansas and Texas. Currently, Brice is part of Mariner Independent, which operates out of Wichita, Kansas. The firm has 94 offices and 184 employees. The firm manages assets totaling $8.1 billion 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, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

150 N. Main Cc10
Wichita, KS 67202

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Mariner Independent Brokerage Details

Total Assets Under Management

$8,146,610,014

KS Average: $2,243,162,756
Total Number of Employees

184

KS Average: 44
Total Number of Accounts

27,977

KS Average: 4,091
Average Account Size

$291,190

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Brice Lowe Work History

2024 - Present (0 year)

Lpl Financial LLC

2024 - Present (0 year)

Mariner Independent Advisor Network

2024 - Present (0 year)

Aero Capital

2011 - Present (13 years)

Stifel Nicolaus & Co Inc

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Disclosures

Please visit the SEC profile of Brice Lowe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mariner Independent

Adeline Bellot
Palo Alto, CA
Jason Johnson
Santa Rosa, CA
Brennan Kurtela
Stanford, CA
Vladislav Avdeyuk
Sacramento, CA
Frank Aceves
Walnut Creek, CA
Blake Curtin
Palos Verdes Peninsula, CA
Eric Green
Spokane, WA
Chad Faul
Walnut Creek, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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