Christopher R Lowery, CFP®, CPA, CLU®, ChFC®, CASL®

Wealth Management Advisor

Professional

When I made the decision to leave the world of corporate accounting in 1995, I was initially seeking independence from the conventional business model and the chance to make a difference. My career with Northwestern Mutual has afforded me the opportunity to actualize both of these goals, and it is my personal and professional relationships - with clients, associates, and the local community - that keep me driven.

As a Wealth Management Advisor, I take a holistic approach to working with my clients in helping them realize the vision for their financial futures. I equip them with the tools to navigate market highs and lows through a systematic process that relies on sound judgment and economic education.

Under my leadership as Managing Director, Northwestern Mutual - Fairview Heights has become a Top 10 District of Northwestern Mutual that provides comprehensive financial planning with an experienced team of specialists who know how to integrate wealth and risk management into a holistic financial strategy.

I am always happy to talk through questions you may have regarding financial planning or if you know someone I should meet regarding joining our team. Feel free to contact me directly:

(618) 589-7012
chris.lowery@nm.com
www.christopherlowery.com


Professional Designations and Certifications

Christopher Lowery believes in constant learning and certification is critical to providing expert help and service to his clients. Chris has achieved the following:

  • CERTIFIED FINANCIAL PLANNERTM (CFP®)
  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Advisor for Senior Living (CASL®)
  • Certified Public Accountant (CPA)

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, 2009-2018
  • National Sales Achievement Award, 1999, 2001, 2003-2018
  • National Quality Award, 2000-2018
  • NAIFA Quality Award, 2011-2018

Associations and Memberships

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. 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck