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Marion Gaylon Mcdowell

Investment adviser representative at Detalus Advisors, LLC
50 yearsExperience
1 stateRegistered in
$2.2BFirm assets
24 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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

50 years in the industry.

  1. Detalus Advisors, LLCJan 2013 to now
  2. Mcdowell, Kenshalo & Jesop, LLCOct 1976 to Nov 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2002
  • Series 65 · Uniform Investment Adviser Law2012

State registrations

Registered as an investment adviser representative in 1 state (IN).

Detalus Advisors, LLC

$2.2BAssets managed
707Clients
13Advisers
24 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
4574801
Firm CRD
117958
Advisor's SEC record (opens in a new tab)
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