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ML

Matthew C. Lowell

STADION MONEY MANAGEMENT
ROCHESTER HILLS, MI
Some features on this profile are disabled
CRD#: 6306390
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Professional summary


Matthew Carl Lowell, who also goes by Matt Lowell, is a registered financial advisor currently at STADION MONEY MANAGEMENT, LLC located in Rochester Hills, Michigan.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Matthew has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Matt Lowell

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.
Detroit Society For Human Resource Management (SHRM); Non-Investment Related; P.O Box 99463 Troy, MI 48099; Society for Human Resource Management; Board Member; Beginning January 2023; Approximately 10 hours per month devoted to this business; Zero hours per month devoted to this business during trading hours; Duties include attending board meetings and events to ensure resource partners are receiving what they desire from their membership.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Matthew Carl Lowell'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®
None

Experience


Current

January 31, 2024 - Present

STADION MONEY MANAGEMENT, LLC

RIA
CRD#: 112608
ROCHESTER HILLS, MI
Past

July 30, 2020 - March 17, 2023

HANTZ FINANCIAL SERVICES, INC.

BD
CRD#: 46047
SOUTHFIELD, MI
Past

September 27, 2017 - July 7, 2020

ADP BROKER-DEALER, INC.

BD
CRD#: 37693
ROSELAND, NJ
Past

April 3, 2014 - September 21, 2017

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
FRANKLIN, TN

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".
SM
STADION MONEY MANAGEMENT, LLC
PERSONAL MUTUAL FUND MANAGEMENT | STADION MONEY MANATEMENT, INC. | STADION MONEY MANAGEMENT, LLC | STADION MONEY MANAGEMENT, INC. | STADION | PMFM INC | PERSONAL MUTUAL FUND MANAGEMENT/401K TOOLBOX

CRD#: 112608 / SEC#: 801-45601

RIA
Registered Investment Advisory firm - (1/31/1994 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
Michigan
(1/31/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/4/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SM
STADION MONEY MANAGEMENT, LLC
PERSONAL MUTUAL FUND MANAGEMENT | STADION MONEY MANATEMENT, INC. | STADION MONEY MANAGEMENT, LLC | STADION MONEY MANAGEMENT, INC. | STADION | PMFM INC | PERSONAL MUTUAL FUND MANAGEMENT/401K TOOLBOX

CRD#: 112608 / SEC#: 801-45601

RIA
Registered Investment Advisory firm - (1/31/1994 Approved)
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Contact information


Main Address
1061 Cliff Dawson Rd, Watkinsville, GA 30677
Mailing Address
Phone number
(706) 583-5144
Established
Firm type
Fiscal year end
# of Employees
39

SEC notice filing (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STADION WRAP FEE BROCHURE (11/25/2025)

Regulatory assets under management


Total Number of Accounts47,926
AUM (Assets Under Management)$ 2,468,297,204

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.

Company Information


STADION MONEY MANAGEMENT, LLC

CRD#: 112608Rochester Hills, MI

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