Donald S. Loveless, CFA and CFP®

President and Founder

I am the President and founder of Loveless Wealth Management, LLC which manages assets for individuals, companies, trusts and charitable institutions.

I was born in 1957 and received a Bachelors degree in Business Finance [and Economics/Political Science] from the University of Montana at Missoula, Montana in 1981. I hold the Chartered Financial Analyst® designation and am a CERTIFIED FINANCIAL PLANNER™ practitioner. I have worked for various firms in the financial services industry since 1983.

I live in Billings, Montana with my wife and like to fly, ride my motorcycle, travel, and read in my off time.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.