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Michael A. Lovell

Mdrn Capital

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About Michael A. Lovell

Michael Lovell is a registered representative with Mdrn Capital in Rockford, MI. Michael specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Michael is also a registered investment advisor representative with Mdrn Capital and has been in the financial industry since 2014. Michael is licensed to sell insurance and can provide this service as well.

Firm Information

Michael Lovell is currently registered with Mdrn Capital. MDRN Capital is a financial advisory firm located in Annapolis, Maryland. They provide financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. They primarily serve high-net-worth individuals and individuals other than high-net-worth. The firm manages approximately $101.6 million in assets for 596 clients.
Mdrn Capital

1997 ANNAPOLIS EXCHANGE PARKWAY

ANNAPOLIS, MD 21401

$101.64M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Lovell’s Registration & Firm History

MD

09/16/2024 - Present

Mdrn Capital (ANNAPOLIS MD)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael A. Lovell.
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