Lowell E Macher
Investment adviser representative at Magnolia Financial Planning Services, Inc.
30 yearsExperience
4 statesRegistered in
$225.7MFirm assets
7 yearsFirm in business
Are you Lowell E Macher? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Veridos Capital LLCAug 2023 to now
- Magnolia Financial Planning Services, Inc.Jan 2000 to now
- Dominion Mortgage & F/s IncJun 1996 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 4 states (FL, GA, NC, SC).
Magnolia Financial Planning Services, Inc.
$225.7MAssets managed
278Clients
2Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2846041
- Firm CRD
- 135759