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Nathan Holmes Lowe

Jvl Wealth Strategies

Wyoming, MI

CRD 6425537

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Employer firm

Jvl Wealth Strategies CRD 124018

$784M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Jvl Wealth Strategies

1657 Gezon Parkway Sw Suite C, Wyoming, MI 49519 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-01
  • MI RA
    APPROVED
    Since 2025-01-01

Branch Locations

1657 Gezon Parkway Sw Suite C, Wyoming, MI 49519 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Plante Moran Financial Advisors Grand Rapids MI 01/2014 01/2022
Jvl Wealth Strategies Wyoming MI 01/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-10
  • S65 Uniform Investment Adviser Law Examination
    2014-12-10
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Nearby Investors

SCOTT KENNETH POPE
Scott Allen Kline
SCOTT MATTHEW COUSINO

Nearby Offices

J.P. MORGAN SECURITIES LLC · WYOMING, MI
EDWARD JONES · WYOMING, MI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · GRAND RAPIDS, MI

More in Wyoming, MI

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