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ML

Michael S. Loveless

ABG CONSULTANTS
Orlando, FL
Some features on this profile are disabled
CRD#: 6490494
ML
Michael Spencer LovelessABG CONSULTANTS

Professional summary

Michael Spencer Loveless is a registered financial advisor currently at ABG CONSULTANTS located in Orlando, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Michael has worked at 11 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Spencer Loveless's CRS (Customer Relationship Summary).
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®
None

Experience

Current

July 15, 2026 - Present

ABG CONSULTANTS

RIA
CRD#: 131129
Orlando, FL
Past

February 26, 2024 - August 7, 2024

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
San Tan Valley, AZ
Past

February 20, 2024 - August 7, 2024

INVESTMENT DISTRIBUTORS, INC.

BD
CRD#: 35490
BIRMINGHAM, AL
Past

July 19, 2023 - February 8, 2024

VOYA RETIREMENT ADVISORS, LLC

RIA
CRD#: 3989
CORNVILLE, AZ
Past

September 15, 2022 - July 20, 2023

VOYA FINANCIAL PARTNERS, LLC

RIA
CRD#: 34815
Cornville, AZ
Past

September 1, 2022 - February 8, 2024

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT
Past

August 19, 2021 - February 9, 2022

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

RIA
CRD#: 105790
Tempe, AZ
Past

August 4, 2021 - February 9, 2022

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

BD
CRD#: 28262
Tempe, AZ
Past

September 16, 2019 - June 30, 2021

HARTFORD FUNDS DISTRIBUTORS, LLC

BD
CRD#: 45995
Wayne, PA
Past

September 10, 2019 - June 30, 2021

HARTFORD FUNDS

RIA
CRD#: 147746
WAYNE, PA
Past

July 6, 2018 - June 5, 2019

COREBRIDGE CAPITAL SERVICES, INC.

BD
CRD#: 13158
HOUSTON, TX
Past

September 26, 2017 - January 9, 2018

EDWARD JONES

RIA
CRD#: 250
ST LOUIS, MO
Past

May 1, 2017 - January 9, 2018

EDWARD JONES

BD
CRD#: 250
ST LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ABG CONSULTANTS
ABG CONSULTANTS | ALLIANCE BENEFIT GROUP CONSULTANTS | ALLIANCE BENEFIT GROUP | ABG CONSULTANTS, LLC | ABG CONSULTANTS, LC

CRD#: 131129 / SEC#: 801-69619

RIA
Registered Investment Advisory firm - (10/2/2008 Approved)
Utah
Registered Investment Advisory firm - (12/31/2011 Failure to Renew)

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.

Highlighted states indicate IAR registrations

IAR
Utah
(7/15/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/3/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/1/2017
General Securities Representative Examination

Current Firm

AC
ABG CONSULTANTS
ABG CONSULTANTS | ALLIANCE BENEFIT GROUP CONSULTANTS | ALLIANCE BENEFIT GROUP | ABG CONSULTANTS, LLC | ABG CONSULTANTS, LC

CRD#: 131129 / SEC#: 801-69619

RIA
Registered Investment Advisory firm - (10/2/2008 Approved)
Utah
Registered Investment Advisory firm - (12/31/2011 Failure to Renew)
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Contact information

Main Address
6975 Union Park Ctr Suite 644, Cottonwood Heights, UT 84047
Mailing Address
9450 Sw Gemini Drive Pmb 65198, Beaverton, OR 97008
Phone number
(801) 486-5069
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ABG CONSULTANTS, LC BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts2,898
AUM (Assets Under Management)$ 576,333,108

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/28/2025
Cover Page
Report
12/05/2024
Cover Page
Report
12/07/2023
Cover Page
Report
02/13/2023
Cover Page
Report

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.

Company Information

ABG CONSULTANTS

CRD#: 131129Orlando, FL

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