Loveless Wealth Management, LLC

Loveless Wealth Management, LLC (CRD# 110024) is a financial advisory firm headquartered in Billings, MT. They manage $109,475,657 in 493 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    493
    ACCOUNTS
  • Average Account Value
    $222,060
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MT, ND, SD, TX

Financial Advisors at Loveless Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Donald S. Loveless
CRD#: 1155886
2615 Saint Johns Ave., Suite A, Billings, MT 59102
96
Wealthminder
score

Donald Loveless (CRD# 1155886) is an Investment Advisor Representative working at Loveless Wealth Management, LLC in Billings, MT and has over 34 years of experience in the finance industry. Donald Loveless has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Maribeth A. Rector
CRD#: 6602026
2615 St. Johns Ave., Suite A, Billings, MT 59102
87
Wealthminder
score

Maribeth Rector (CRD# 6602026) is an Investment Advisor Representative working at Loveless Wealth Management, LLC in Billings, MT and has 1 year of experience in the finance industry.

3
Brian Suskevich
CRD#: 6087473
2615 Saint Johns Ave., Suite A, Billings, MT 59102
87
Wealthminder
score

Brian Suskevich (CRD# 6087473) is an Investment Advisor Representative working at Loveless Wealth Management, LLC in Billings, MT and has over 2 years of experience in the finance industry.

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