Michael Loftus, financial advisor Bethany Beach DE

Michael Loftus

CRD Number: 3080317
Current Firm: Loftus Wealth Strategies

Michael Loftus (CRD# 3080317) is an Investment Advisor Representative working at Loftus Wealth Strategies in Bethany Beach, DE and has over 25 years of experience in the finance industry.

Similar Advisors
Charles Adams, financial advisor Bethany Beach DE
Charles G. Adams
CRD# 6005366
Edward Jones
Similar Advisors
Joseph Baker, financial advisor Bethany Beach DE
Joseph D. Baker
CRD# 5739173
Ballast Financial Advisors, LLC
Similar Advisors
Benjamin Bateman, financial advisor Bethany Beach DE
Benjamin C. Bateman
CRD# 6454257
Arkadios Wealth Advisors
Company Name Location Dates Years
Loftus Wealth Strategies Bethany Beach, DE Nov 2021 - Current 2
Loftus Coaching & Consulting Millville, DE Jan 2018 - Current 6
Loftus Wealth Strategies, LLC Millville, DE Jun 2010 - Current 13
Beach 2 Bay Insurance Millville, DE Jan 2010 - Current 14
Loftus Wealth Strategies Bethany Beach, DE Jun 2009 - Current 14
United Planners' Financial Services Of America A Limited Partner Scottsdale, AZ Oct 2019 - Dec 2021 2
Cambridge Investment Research, Inc. Fairfield, IA Feb 2012 - Oct 2019 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S66 NASAA Uniform Combined State Law Examination Apr 2011
Contact Info for Michael P. Loftus
Phone Number: 302-251-8901
Registered State(s):
  • DE
  • FL
  • PA
Current Firm Details
Loftus Wealth Strategies
Firm's CRD Number: 316582
By the Numbers
  • Total Assets Under Management
    63
    MILLIONS
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $280,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

DE, FL, PA

Ready to hire a financial advisor? Get competitive proposals from Michael Loftus and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.