Brice Gregory Lowe
Advisor at Private Advisor Group, LLC — Wichita, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
16 years
Location
Wichita, KS 67206
Private Advisor Group, LLC
Enterprise
Brice Lowe is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. He previously worked for STiFEL NICOLAUS & CO INC for 13 years and has been involved with Aero Capital and Mariner Independent Advisor Network since 2024. In addition to his advisory roles, he is engaged in other business activities including a management role at Aero Capital LLC and operating Cask Holdings LLC. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and turnkey platforms through a broad network of investment adviser representatives.
Based on Private Advisor Group, LLC
Registrant can agree to charge a flat fee for specific services or periods, negotiated with clients.
Negotiable up to 2.00% annually
Certain IARs are registered representatives of LPL and may receive commissions on securities or insurance products sold; commissions vary.
Financial planning and consulting fees generally range from $150 to $400 per hour, negotiable.
Minimum fee: Registrant generally does not require an annual minimum fee or asset level for investment advisory services but can set an annual minimum fee or lesser fee at its discretion. Fee-only: Financial planning and consulting fees negotiable on a fixed fee basis or hourly rate basis, generally ranging from $150 to $400 per hour.
Wichita, KS
404 N Greenwich Rd, Suite 401
Wichita KS 67206
Advisors at this office
2
Kansas · Texas
16 years of industry experience
Private Advisor Group, LLC
2026 - Present • 1 year
Morristown, NJ
Aero Capital
2024 - Present • 2 years
Wichita, KS
LPL Financial LLC
2024 - Present • 2 years
Wichita, KS
Mariner Independent Advisor Network
2024 - 2026 • 2 years
Overland Park, KS
STiFEL NICOLAUS & CO INC
2011 - 2024 • 13 years
Wichita, KS
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Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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