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Steven Derek Loveless

United Advisor Group

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About Steven Derek Loveless

Steven Loveless is an Investment Advisor Representative with United Advisor Group. Steven has been in the financial industry for over 10 years and is licensed to provide investment advice in Indiana. Steven holds the Series 66, Series 7 and SIE licenses. Previously, Steven worked with Cambridge Investment Research, Inc. and Signator Investors, Inc. Steven also owns seven single-family rental properties and is CEO/CIO of Ironside Strategies, an investment firm that provides institutional quality investment management.

Firm Information

Steven Loveless is currently registered with United Advisor Group. United Advisor Group is an investment advisory firm based in that provides financial planning, portfolio management for individuals and businesses, and educational seminars. They serve a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $578 million in assets.

$578.77M

Assets Under Management

Not reported

Total Clients

28

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Steven Loveless’s Registration & Firm History

OH

03/17/2023 - Present

United Advisor Group (CINCINNATI OH)

IN

10/10/2018 - 04/03/2023

CAMBRIDGE INVESTMENT RESEARCH, INC. (Frankfort IN)

IN

12/12/2017 - 07/30/2018

SIGNATOR INVESTORS, INC. (CARMEL IN)

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Licenses & Designations

BOTH

Issued 03/13/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/30/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Derek Loveless.
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