Cheryl A. Lovestedt

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CRD#: 7241716

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Cheryl Anne Lovestedt, CFP®, who also goes by Cheryl Anne Combs, was a registered financial professional .

Cheryl is a previously registered financial professional and started their career in finance in 2020. Cheryl had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

Cheryl Anne Combs

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.

Sole proprietor business in state of Washington named "Cheryl Combs". Business owner that offers small business accounting and bookkeeping services. This business doesn't offer investment-related services. This sole proprietorship was opened in April of 2019 and Cheryl Lovestedt spends about 80 hours a month(3 hours/day during security trading hours) performing all duties related to the business. Mailing address of business is PO Box 135, Maple Valley, WA 98038. Services are provided at clients' physical locations.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Past

October 15, 2020 - March 29, 2024

LOVESTEDT FINANCIAL LLC

RIA

CRD#: 308181

MAPLE VALLEY, WA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

LOVESTEDT FINANCIAL LLC

CRD#: 308181 / SEC#:

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Contact information

Main Address

Maple Valley, WA

Mailing Address

Po Box 135, Maple Valley, WA 98038-0135

Phone number

(425) 221-7186

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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