Matthew Carl Lowell

Employer firm

Stadion Money Management, LLC CRD 112608

$2.69B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• INVESTMENT LINEUP SELECTION AND MONITORING FOR RETIREMENT PLANS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → 08/2017
  Jackson National Life Distributors Llc
  Franklin, TN
• 09/2017 → 06/2020
  Adp Broker Dealer Inc
  Earborn, MI
• 09/2017 → 06/2020
  Adp Llc
  Dearborn, MI
• 07/2020 → 03/2023
  Hantz Financial Services
  Southfield, MI
• 03/2023 → Present
  Stadion Money Management
  Watkinsville, GA

Other Businesses

Detroit Society For Human Resource Management (SHRM); Non-Investment Related; P.O Box 99463 Troy, MI 48099; Society for Human Resource Management; Board Member; Beginning January 2023; Approximately 10 hours per month devoted to this business; Zero hours per month devoted to this business during trading hours; Duties include attending board meetings and events to ensure resource partners are receiving what they desire from their membership.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-04
• S63 Uniform Securities Agent State Law Examination
  2014-04-24

Other Names

• Matt Lowell