Profiel
Mr. Mike W.
Loveless is Partner at BKD Wealth Advisors LLC.
Prior to joining BKD Wealth Advisors in June 2000, Mr. Loveless was vice president of investments for an international brokerage firm.
He has several years of experience in the investment business and specializes in asset management for high net-worth families and retirement plans.
Mr. Loveless is a 1976 graduate of the University of Central Arkansas, Conway, with a B.S.
degree in business and economics.
He is a Certified Financial Planner practitioner and a Certified Investment Management Consultant.
Eerdere bekende functies van Mike W. Loveless
| Bedrijven | Functie | Einde |
|---|---|---|
BKD Wealth Advisors LLC
BKD Wealth Advisors LLC Investment ManagersFinance BKD Wealth Advisors specializes in managing customized and tax-efficient portfolios using a mix of investments including mutual funds, ETFs, bonds, stocks and alternative investments. Portfolios are designed to suit each client's specific risk profiles and are generally long-term in nature. The firm may occasionally make short-term investments including margin transactions and the purchase of stock options. BKD Wealth Advisors offers advice on a wide range of investments and investment programs including short-term money market securities; corporate, municipal and US government fixed income securities; exchange listed, over-the-counter and foreign equities; and investment company securities such as mutual funds, separately managed accounts and annuities. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Mike W. Loveless
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
BKD Wealth Advisors LLC
BKD Wealth Advisors LLC Investment ManagersFinance BKD Wealth Advisors specializes in managing customized and tax-efficient portfolios using a mix of investments including mutual funds, ETFs, bonds, stocks and alternative investments. Portfolios are designed to suit each client's specific risk profiles and are generally long-term in nature. The firm may occasionally make short-term investments including margin transactions and the purchase of stock options. BKD Wealth Advisors offers advice on a wide range of investments and investment programs including short-term money market securities; corporate, municipal and US government fixed income securities; exchange listed, over-the-counter and foreign equities; and investment company securities such as mutual funds, separately managed accounts and annuities. | Finance |
University of Central Arkansas
University of Central Arkansas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















