Morgan Stanley
47yrs
Top advisor by experience in Middleton
5yrs
Devin Lowenberg
Financial advisor at LPL Financial
Devin Lowenberg has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Middleton, Wisconsin. After a year at Retirement Income Strategies and a year at Sagespring Wealth Partners, Devin joined LPL Financial in 2025, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 177 advisors with offices in Middleton, and one of 158 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office3207 Parmenter Street, Middleton, WI 53562
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational 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
- Apr 2025 – nowLPL Financial LLCCurrent firm
- May 2023 – Oct 2024Retirement Income Strategies, LLCPreviously
- Aug 2022 – May 2023Sagespring Wealth PartnersPreviously
- Apr 2022 – Apr 2022
Contact Devin
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Devin. 3207 Parmenter StreetMiddleton, WI 53562Office · Get directions Facebook pageLPL Financial
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Questions to ask Devin
Tailored to Devin’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?
- 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 Devin
How do I contact Devin?
Call LPL Financial at (704) 733-3300 and ask for Devin Lowenberg. Devin works from the Middleton, WI office.
How long has Devin been a financial advisor?
Devin has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Devin hold?
Series 66. Tap any license on this page to see what it allows.
Is Devin a fiduciary?
Devin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Devin paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Devin 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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