Unclaimed Profile

Kim Winkelman Lovett

LOVETT ADVISORS LLC·NEWARK, Delaware

SIE, Series 6, Series 7, Series 9, Series 10, Series 63, Series 65CFP28 years registeredLOVETT ADVISORS LLC

630 CHURCHMANS ROAD, NEWARK, DE 19702CRD# 1874496Firm CRD# 283929

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kim Winkelman Lovett · NEWARK, DE

Registration

CRD #1874496 · LOVETT ADVISORS LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LOVETT ADVISORS LLC

LOVETT ADVISORS LLC

Jun 2016 – Jul 2020

NEWARK, DE

ALMANACK INVESTMENT PARTNERS

Apr 2016 – Jun 2016

Wilmington, DE

SPIRE WEALTH MANAGEMENT, LLC

Dec 2014 – Jul 2016

WILMINGTON, DE

SPIRE WEALTH MANAGEMENT, LLC

Dec 2014 – Dec 2014

WILMINGTON, DE

LOVETT ADVISORS

Sep 2009 – Mar 2015

WILMINGTON, DE

UBS FINANCIAL SERVICES INC.

Dec 2008 – Sep 2009

WILMINGTON, DE

WACHOVIA SECURITIES, LLC

Jun 2005 – Dec 2008

MIDDLETOWN, DE

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Jan 1998 – Jun 2005

WILMINGTON, DE

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · January 1, 1998

Years registered · 28

Professional designation · CFP

Disclosure History

2008Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LOVETT ADVISORS LLC

CRD 283929 · SEC 801-107870

AUM

$121M

Regulatory assets under management

Employees

463 client accounts

Services offered by LOVETT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LOVETT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Kim Winkelman Lovett offer?

Kim Winkelman Lovett specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Kim Winkelman Lovett's credentials?

Kim Winkelman Lovett holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kim Winkelman Lovett located?

Kim Winkelman Lovett is based in NEWARK, Delaware, last registered with LOVETT ADVISORS LLC.

How does Kim Winkelman Lovett charge for services?

Kim Winkelman Lovett's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LOVETT ADVISORS LLC?

LOVETT ADVISORS LLC has approximately 5 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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