Winch Financial
44yrs
Top advisor by experience in Appleton
15yrs
Mark Lowery
Full name on record: Mark Christopher Lowery
Financial advisor at Ameriprise Financial Services
Based in Appleton, Wisconsin, Mark Lowery is a fiduciary financial advisor with 15 years of industry experience. Mark joined Ameriprise Financial Services in 2012, a firm offering financial planning, investment management, and retirement plan consulting. Ameriprise Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 412 advisors with offices in Appleton, and one of 379 fiduciaries.
At a glance
Experience15 years (since 2012)
How that compares ?15 years in the industry
Office35 Park Pl Suite 300, Appleton, WI 54914
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2012 – nowAmeriprise Financial Services, LLCCurrent firm
Questions to ask Mark
Tailored to Mark’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Mark’s local office at (920) 574-2936 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Mark Lowery.
How long has Mark been a financial advisor?
Mark has been in the industry since 2012, about 15 years. 15 years in the industry.
What licenses does Mark hold?
Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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