Lowell J. Benson

LEVITT BETZELBERGER WEINRICH

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CRD#: 4540370

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Lowell Joseph Benson is a registered financial professional currently at LEVITT BETZELBERGER WEINRICH, INC. .

Lowell is a previously registered financial professional and started their career in finance in 1997. Lowell has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

None

Experience

Current

December 10, 2002 - Present

LEVITT BETZELBERGER WEINRICH, INC.

CRD#: 116373

Past

December 18, 1997 - September 12, 2002

MERITAGE PORTFOLIO MANAGEMENT, INC.

RIA

CRD#: 107177

OVERLAND PARK, KS

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

LEVITT BETZELBERGER WEINRICH, INC.

CRD#: 116373 / SEC#:

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Contact information

Main Address

7101 College Blvd. Suite 1610, Overland Park, KS 66210

Mailing Address

Phone number

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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