Profil
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.
Ehemalige bekannte Positionen von Mike W. Loveless
| Unternehmen | Position | Ende |
|---|---|---|
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. | Portfolio Manager-Aktien | - |
Ausbildung von Mike W. Loveless
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
















