Unclaimed Profile

Maribeth A. Rector

LOVELESS WEALTH MANAGEMENT, LLC·BILLINGS, Montana

Series 65Clean record10 years registeredLOVELESS WEALTH MANAGEMENT, LLC

2615 SAINT JOHNS AVE., BILLINGS, MT 59102CRD# 6602026Firm CRD# 110024

Profile Verification

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

Identity

Maribeth A. Rector · BILLINGS, MT

Registration

CRD #6602026 · LOVELESS WEALTH MANAGEMENT, LLC · 10 years registered

Brand Profile

Not yet started

Career History

DAKOTA WEALTH, LLC

Jun 2022 – present

LOVELESS WEALTH MANAGEMENT, LLC

Apr 2016 – Jul 2022

Billings, MT

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 19, 2016

Years registered · 10

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 Maribeth A. Rector offer?

Maribeth A. Rector specializes in Financial Planning, Investment Management. Contact their office in BILLINGS, Montana for a consultation.

What are Maribeth A. Rector's credentials?

Maribeth A. Rector is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Maribeth A. Rector located?

Maribeth A. Rector 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 Maribeth A. Rector charge for services?

Maribeth A. Rector'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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