William Leo Lowe

Current Employers

Employment History

• 01/2012 → Present
  Sammons Financial Network, Llc
  West Des Moines, IA
• 06/2011 → Present
  Sammons Retirement Solutions
  West Des Moines, IA
• 12/2012 → 11/2021
  Spc
  Ann Arbor, MI
• 01/2022 → Present
  Beacon Capital Management, Inc.
  Dayton, OH
• 05/2011 → Present
  Sammons Financial Group
  West Des Moines, IA

Previous Registrations

• 2012-12-11 → 2021-11-03
  Spc
  West Des Moines, IA
• 2009-07-29 → 2011-01-18
  Directed Services Llc
  West Chester, PA
  West Chester, PA
• 2005-11-14 → 2009-03-04
  Voya Financial Partners, Llc
  Windsor, CT
  Hartford, CT
  Windsor, CT

Other Businesses

1) BOARD MEMBER OF THE INSURED RETIREMENT INSTITUTE. RECEIVES NO ANNUAL INCOME OR COMPENSATION. DEVOTES ON AVG 1 HR PER MONTH. 2) VALLEY CHURCH, NO, WEST DES MOINES IA, CHURCH ELDER. RECEIVES NO COMPENSATION, 4 HOURS PER MONTH, ASSIST IN GUIDING STRATEGY AND MISSION. 3) Meals from the Heartland, non-investment related. 357 Lincoln St, West Des Moines, IA 50265, Board Member Position. Start date 4-25-22. Approx 1 hour per month (no hours during trading). No compensation for this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-11-11
• S63 Uniform Securities Agent State Law Examination
  1993-04-29

Designations

Other Names

• William Leo Lowe
• Bill Leo Lowe
• William L Lowe