Todd William Lowe

Current Employers

Employment History

• 03/2016 → 08/2020
  Edward Jones
  St Louis, MO
• 09/2020 → 11/2020
  Valmark Securities, Inc.
  Akron, OH
• 09/2020 → 11/2020
  Valmark Advisers, Inc.
  Akron, OH
• 11/2020 → 12/2021
  Mutual Advisors, Llc.
  Casper, WY
• 12/2021 → Present
  Sagepoint Financial, Inc
  Milwaukee, WI
• 09/2023 → Present
  Osaic Wealth, Inc.
  Fond Du Lac, WI

Previous Registrations

• 2021-12-20 → 2023-09-01
  Osaic Services, Inc.
  Fond Du Lac, WI
  Milwaukee, WI
• 2020-11-30 → 2021-12-21
  Mutual Advisors, Llc
  Cedarburg, WI
• 2020-09-10 → 2020-12-21
  Valmark Advisers, Inc.
  Mequon, WI
• 2016-07-29 → 2020-08-24
  Edward Jones
  Oshkosh, WI
  St Louis, MO
  Mayville, WI
  Oshkosh, WI

Other Businesses

1) TODD LOWE POSITION: Agent NATURE: Individual INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/03/2022 ADDRESS: 505 East Division Street, Fond du Lac WI 54935, United States DESCRIPTION: Provide appropriate insurance options that fit my client's needs. 2) TVG ADVISORS POSITION: Wealth Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 01/03/2022 ADDRESS: 505 East Division Street, Fond du Lac WI 54935, United States DESCRIPTION: Provide financial advice 3) THE VANDERBLOEMEN GROUP POSITION: Shareholder NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/24/2023 ADDRESS: 215 West North Street, Waukesha WI 53188, United States DESCRIPTION: Attend shareholder meetings

Exams

• S66 Uniform Combined State Law Examination
  2016-06-09