Christopher R Lowery

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Professional

Chris focuses on building long-term relationships based on integrity, knowledge and commitment. Chris began his career with Northwestern Mutual in 1995 and has received numerous company and industry awards during his successful career with the company.

He is a Certified Public Accountant and has earned the Chartered Life Underwrter (CLU) and Chartered Financial Consultant (ChFC) professional designations. He is currently working on his Certified Financial Planner (CFP) certification.

Professional Designations

  • A Certified Public Accountant(CPA) is an individual who has passed the CPA examinationn administered by the American Institute of Certified Public Accountants and who has received state certification and practiced accounting. The individual must aslso complete 5 years of education and work experience. They must continue to have a certain degree of education each year to keep this designation.
  • The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.
  • The Chartered Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

Education

  • Bachelor of Science in Accounting from Miami University.

Awards and Recognition

  • Million Dollar Round Table, Qualifying Member, 2000-2008
  • Million Dollar Round Table, Qualifying/Life Member, 2009-2011
  • National Sales Achievement Award, 1999, 2001, 2003-2010
  • National Quality Award, 2000-2010
  • NAIFA Quality Award, 2011
     
    • Associations and Memberships
  • Christopher Lowery is a member of the National Association of Insurance and Financial Advisors (NAIFA). The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
  • He is also a member of the Society of Financial Service Professionals

 

Chris and his team encourage you to review the background of every financial professional you may work with at at www.finra.org.  The Financial Industry Regulatory Authority (FINRA), is the largest non-governmental regulator for all securities firms doing business in the United States. All told, FINRA oversees nearly 5,000 brokerage firms, about 173,000 branch offices and approximately 677,000 registered securities representatives. The report summary provides an overview of the broker's professional background and conduct.  Please press the "view full PDF report" button.