Todd P. Lowe

PARTHENON LLC

Louisville, KY 40222

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CRD#: 1105618

Professional summary

Todd Parker Lowe, CFP® is a registered financial advisor currently at PARTHENON LLC located in Louisville, Kentucky.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Todd has worked at 4 firms and has passed the Series 63, Series 15, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Parker Lowe's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

February 8, 1999 - Present

PARTHENON LLC

Office #1: 425 N Whittington Parkway Suite 180, Louisville, KY 40222

RIA

CRD#: 107794

Louisville, KY

Past

June 22, 1987 - December 23, 1998

J.J.B. HILLIARD, W.L. LYONS, LLC

CRD#: 453

LOUISVILLE, KY

Past

August 18, 1986 - July 13, 1987

INVEST FINANCIAL CORPORATION

CRD#: 12984

Past

March 23, 1983 - September 2, 1986

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PARTHENON LLC

FORT NELSON PARTNERS, LP | PARTHENON LLC | PARTHENON CAPITAL MANAGEMENT LLC

CRD#: 107794 / SEC#: 801-56440

RIA

Registered Investment Advisory firm - (4/16/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kentucky
(2/8/1999)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/13/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 15

Date: 11/16/1984

Foreign Currency Options Examination

General Industry/Product Exam

Series 7

Date: 3/19/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/2/1998

General Securities Principal Examination

Current Firm

PARTHENON LLC

FORT NELSON PARTNERS, LP | PARTHENON LLC | PARTHENON CAPITAL MANAGEMENT LLC

CRD#: 107794 / SEC#: 801-56440

RIA

Registered Investment Advisory firm - (4/16/1999 Approved)

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Contact information

Main Address

435 N. Whittington Parkway Suite 180, Louisville, KY 40222

Mailing Address

Phone number

(502) 327-5660

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARTHENON LLC ADV PART 2 (1/24/2025)

Regulatory assets under management

Total Number of Accounts	470
AUM (Assets Under Management)	$ 1,120,457,850

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/30/2025	Cover Page	Report
08/22/2024	Cover Page	Report
03/07/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Todd P. Lowe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Parker Lowe's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.J.B. HILLIARD, W.L. LYONS, LLC

INVEST FINANCIAL CORPORATION

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

PARTHENON LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/13/1983

Series 15

Date: 11/16/1984

Series 7

Date: 3/19/1983

Series 24

Date: 4/2/1998

Current Firm

PARTHENON LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PARTHENON LLC

TRUST BUT VERIFY

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