Mark Timothy Loewen
Investment adviser representative at Phillips and Company Advisors LLC
29 yearsExperience
4 statesRegistered in
$2.7BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- Phillips and Company Advisors LLCDec 2013 to now
- Phillips & Company Securities Inc.May 1997 to Mar 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 4 states (CA, IN, OR, WA).
Phillips and Company Advisors LLC
$2.7BAssets managed
1,273Clients
13Advisers
14 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
- 2899549
- Firm CRD
- 167214