A complete list of active advisors currently associated with Loveland & Bastian Financial Services Group, LLC

Warmer can help you find a great advisor at Loveland & Bastian Financial Services Group, LLC or one who fits your needs even better.

Loveland & Bastian provides tailored investment advisory services to individual and corporate clients, offering portfolio management and ongoing quarterly reviews while custody and trade execution are handled by Charles Schwab. The firm charges an annual asset‑management fee billed in quarterly installments and passes through trading costs to clients. The advisers use a mix of fundamental and technical analysis and may employ options strategies and stop‑loss orders as part of portfolio construction. They generally operate on a non‑discretionary basis: investments are selected within client‑defined objectives, but the firm does not control broker/dealer selection or commission rates. Compared with peers, the firm is notable for chiefly managing non‑discretionary assets — an arrangement that is uncommon among supported firms — and for permitting performance‑based fee agreements in select situations. With three advisors overseeing about $84 million for roughly 170 clients, the firm typically handles small shareholdings and generally does not vote client proxies.

To learn more about the advisors currently working at Loveland & Bastian Financial Services Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.