Brian Suskevich (CRD# 6087473) is an Investment Advisor Representative working at Dakota Wealth, LLC in Billings, MT and has over 8 years of experience in the finance industry.
CRD# 2759083
D.a. Davidson & Company
CRD# 4974354
Allied Investment Advisors LLC
CRD# 4470329
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dakota Wealth, LLC | Billings, MT | Jun 2022 - Current | 1 |
| Loveless Wealth Management LLC | Billings, MT | Jun 2015 - Jun 2022 | 7 |
| Loveless Wealth Management, LLC | Billings, MT | May 2011 - Jun 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2015 |
- MT
- TX
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Total Assets Under Management5,334MILLIONS
-
Total Number of Accounts9,720ACCOUNTS
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Average Account Value$548,779
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MI, MN, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI
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