AdvisorOS Directory
Claim Profile
BS

Brian Suskevich

LOVELESS WEALTH MANAGEMENT, LLC·BILLINGS, Montana
Unclaimed Profile
2615 SAINT JOHNS AVE., BILLINGS, MT 59102CRD# 6087473Firm CRD# 110024
01

About

Brian Suskevich is a registered financial advisor based in BILLINGS, Montana, affiliated with LOVELESS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LOVELESS WEALTH MANAGEMENT, LLC
LOVELESS WEALTH MANAGEMENT, LLC
AUM
$265M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LOVELESS WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6087473
Firm CRD# 110024
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BILLINGS?

Browse all registered financial advisors in BILLINGS, Montana or claim this profile if it's yours.

Browse BILLINGS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Brian Suskevich offer?
Brian Suskevich specializes in Financial Planning, Investment Management. Contact their office in BILLINGS, Montana for a consultation.
What are Brian Suskevich's credentials?
Brian Suskevich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Suskevich located?
Brian Suskevich is based in BILLINGS, Montana, working with LOVELESS WEALTH MANAGEMENT, LLC. Their office serves clients in the BILLINGS metropolitan area and surrounding communities.
How does Brian Suskevich charge for services?
Brian Suskevich's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LOVELESS WEALTH MANAGEMENT, LLC?
LOVELESS WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $265M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BILLINGS
Ronald Wayne O'donnell — STOCKMAN WEALTH MANAGEMENT, INC.Arthur William Bickle — STOCKMAN WEALTH MANAGEMENT, INC.William Edward Coffee — STOCKMAN WEALTH MANAGEMENT, INC.Caren Lorene Coffee — STOCKMAN WEALTH MANAGEMENT, INC.Steven William Ash — HORIZON CAPITAL PARTNERS LLC
Nearby cities in Montana
GREAT FALLS (40)BOZEMAN (21)MISSOULA (17)WHITEFISH (14)HELENA (5)
City Guides
GREAT FALLS GuideBOZEMAN GuideMISSOULA GuideWHITEFISH GuideHELENA Guide
Research
Advisor Fees in MontanaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile