Unclaimed Profile

Donald Steven Loveless

LOVELESS WEALTH MANAGEMENT, LLC·BILLINGS, Montana

Series 6, Series 7, Series 22, Series 24, Series 63, Series 65Clean record15 years registeredLOVELESS WEALTH MANAGEMENT, LLC

2615 SAINT JOHNS AVE., BILLINGS, MT 59102CRD# 1155886Firm CRD# 110024

Profile Verification

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

Identity

Donald Steven Loveless · BILLINGS, MT

Registration

CRD #1155886 · LOVELESS WEALTH MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

DAKOTA WEALTH, LLC

Jun 2022 – present

LOVELESS WEALTH MANAGEMENT, LLC

Feb 2011 – Jul 2022

BILLINGS, MT

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 24

Series 63

Series 65

Registration record

First registered · February 3, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LOVELESS WEALTH MANAGEMENT, LLC

CRD 110024 · SEC 801-110266

AUM

$265M

Regulatory assets under management

Employees

714 client accounts

Services offered by LOVELESS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LOVELESS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Donald Steven Loveless offer?

Donald Steven Loveless specializes in Financial Planning, Investment Management. Contact their office in BILLINGS, Montana for a consultation.

What are Donald Steven Loveless's credentials?

Donald Steven Loveless is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Steven Loveless located?

Donald Steven Loveless 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 Donald Steven Loveless charge for services?

Donald Steven Loveless'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.

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