Billings, MT Office
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Dakota Wealth, LLC
Multi-team
Firm-wide stats for Dakota Wealth, LLC
About
Dakota Wealth, LLC serves a broad mix of individuals (including high net worth clients), trusts, foundations, retirement plans, charitable organizations and business enterprises. The firm offers wealth management, discretionary and non‑discretionary investment management, stand‑alone financial planning and investment consulting, retirement plan advisory services (including 3(21)/3(38) roles), and acts as an advisor to pooled vehicles and registered investment companies.
The firm builds customized, primarily long‑term portfolios using mutual funds and ETFs alongside individual equities, fixed income, structured products, REITs and options, and may allocate to independent managers when appropriate. Dakota Wealth emphasizes ongoing oversight and due diligence—its disclosure notes that private fund allocations are researched in‑house (including on‑site visits) and that most client assets are managed on a discretionary basis.
What distinguishes Dakota Wealth from many peers is its active role as a manager and general partner to private funds (the Persimmon Absolute Return Fund master/feeder structure) and its engagement as sub‑adviser to a registered ETF, arrangements the firm discloses as creating potential conflicts of interest. The firm also discloses affiliated tax services, use of an insurance platform relationship, institutional arrangements with multiple custodians that provide platform benefits, and a generally no‑minimum relationship policy that may be atypical for an enterprise advisor of its scale.
Based on Dakota Wealth, LLC
Expertise
Based on Dakota Wealth, LLC
Location
2615 St Johns Ave, Suite A
Billings MT 59102
Advisors at this office
4
Advisors at this office
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.
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.
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.
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.
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