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Maribeth R

Series 65

Billings, MT

Dakota Wealth, LLC

Maribeth Rector is a financial advisor at Dakota Wealth, LLC with 10 years of industry experience and holds a Series 65 credential. She previously worked at Loveless Wealth Management LLC for six years before joining Dakota Wealth in 2022. Dakota Wealth, LLC serves individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises with customized wealth management and investment services. The firm emphasizes long-term portfolio construction using a range of asset types and maintains active management roles in private funds and registered ETFs.

Private / alternative investments Active portfolio management Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brian S

Series 65

Billings, MT

Dakota Wealth, LLC

Brian Suskevich is a financial advisor at Dakota Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Loveless Wealth Management LLC for seven years. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, business enterprises, pooled investment vehicles, and registered investment companies. The firm constructs customized portfolios using diversified allocations across multiple asset classes, combining fundamental, technical, cyclical, and charting analysis, and serves as investment manager to a registered mutual fund as well as sub-adviser to an ETF.

Private / alternative investments Active portfolio management Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Eli C

Series 63, Series 65

Billings, MT

Dakota Wealth, LLC

Eli Caekaert is a financial advisor at Dakota Wealth, LLC with one year of industry experience. Prior to joining Dakota Wealth in 2026, he worked at Janus Henderson Distributors US LLC and Janus Henderson Investors US LLC. Dakota Wealth serves a diverse client base including individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm provides wealth management, investment management, financial planning, and retirement plan advisory services, focusing on customized, primarily long-term portfolios constructed from mutual funds, ETFs, individual equities, fixed income, and alternative investments.

Private / alternative investments Active portfolio management Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Donald L

CFP®, CFA®, Series 63, Series 65

Billings, MT

Dakota Wealth, LLC

Donald Loveless is a CFP® and CFA® with 15 years of industry experience. He is currently with Dakota Wealth, LLC and previously led Loveless Wealth Management LLC for 35 years. Dakota Wealth Management provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, trusts, retirement plans, and charitable organizations. The firm employs a customized, diversified investment approach using a range of asset types and combines multiple research methodologies, while also managing registered mutual funds, ETFs, and private funds.

Private / alternative investments Active portfolio management Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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