AL
Ashley A. Loveall
ATARAXIS ADVISORS LLC
LANSING, MI 48911
Some features on this profile are disabled
CRD#: 6128454
AL
Professional summary
Ashley Ann Loveall, who also goes by Ashley Loveall, is a registered financial advisor currently at ATARAXIS ADVISORS LLC located in Lansing, Michigan and OSAIC WEALTH, INC. located in Lansing, Michigan.
Ashley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Ashley has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ashley Loveall
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. ASHLEY LOVEALL POSITION: Owner NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 06/04/2014 ADDRESS: 29060 Oak Point Dr, Farmington Hills MI 48331 DESCRIPTION: Insurance sales. 2. ASHLEY A. LOVEALL POSITION: Registered Investment Advisor Representative, Compliance Officer NATURE: MANAGED MONEY CONCEPTS - INVESTMENT ADVISER REPRESENTATIVE INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 02/25/2013 ADDRESS: 4293 Five Oaks Drive, Lansing MI 48911 DESCRIPTION: Registered Investment Advisor Representative 3. ASHLEY A. LOVEALL POSITION: Registered Representative NATURE: Securities America, Inc. RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 11/01/2012 ADDRESS: 4293 Five Oaks Drive, Lansing MI 48911 DESCRIPTION: Registered Representative 4. POWER OF ATTORNEY POSITION: Power of attorney NATURE: Power of Attorney INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 11/11/2022 ADDRESS: 29060 Oak Point Drive, Farmington Hills MI 48331 DESCRIPTION: Pay bills, medical decisions, financial decisions. Financial and Medical POA for father, Steven Loveall 5. INVESTMENT ADVISOR REPRESENTATIVE POSITION: Manager, IAR NATURE: Investment Advisor Representative INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 12/06/2023 ADDRESS: 4293 Five Oaks Dr, Lansing MI 48911 DESCRIPTION: Provide investment advice and manage money 6. ASHLEY LOVEALL POSITION: owner NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/04/2025 ADDRESS: 4293 Five Oaks Drive, Lansing MI 48911 DESCRIPTION: Selling Fixed Index Annuities as insurance agent
CRS (Client Relationship Summary) - RIA
Click below to view Ashley Ann Loveall's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 12, 2023 - Present
ATARAXIS ADVISORS LLC
Office #1: 4293 Five Oaks Drive, Lansing, MI 48911RIA
CRD#: 328373
LANSING, MI
Current
June 14, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 4293 Five Oaks Dr, Lansing, MI 48911RIA
BD
CRD#: 23131
LANSING, MI
Past
March 8, 2013 - February 21, 2024
MANAGED MONEY CONCEPTS
RIA
CRD#: 115174
LANSING, MI
Past
December 11, 2012 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LANSING, MI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/14/2024)
RR
Arizona(6/14/2024)
RR
Florida(6/14/2024)
RR
Kansas(6/14/2024)
IAR
Michigan(12/12/2023)
RR
Michigan(6/14/2024)
RR
Nevada(6/14/2024)
RR
Ohio(6/14/2024)
RR
Oklahoma(6/14/2024)
RR
Oregon(6/14/2024)
RR
Pennsylvania(6/14/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
AA
ATARAXIS ADVISORS LLC
ATARAXIS ADVISORS LLC | ATARAXIS WEALTH MANAGEMENT LLC
CRD#: 328373 / SEC#:
Michigan
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Contact information
Main Address
4293 Five Oaks Drive, Lansing, MI 48911
Mailing Address
Phone number
(517) 882-7800
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 238 |
| AUM (Assets Under Management) | $ 60,216,714 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
