Stanley John Lovelace

Employer firm

On Investment Management Co CRD 105662

$3.15B regulatory AUM 308 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SEI, ASSETMARK, BRINKER CAPITAL, BNY MELLON ADVISORS, INC, SYMMETRY PARTNERS, ENVESTNET

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1998 → Present
  Cadaret, Grant & Co., Inc.
  Oak Brook, IL
• 06/1999 → Present
  The O.N. Equity Sales Company
  Rosemont, IL
• 10/2000 → Present
  Principal Financial Group
  Des Moines, IA
• 01/2001 → Present
  United Security Life
  Rosemont , IL

Other Businesses

1). LOVELACE & ASSOCIATES INC; NON INVESTMENT RELATED; 1327 W WASHINGTON STREET SUITE 4A CHICAGO IL 60607; SELL INSURANCE; OWNER; 1999- CURRENT; 160 HOURS/MONTH; 160 DURING SECURITIES TRADING HOURS/MONTH; SALE OF FIXED ANNUITIES, LIFE INSURANCE, DISABILITY, HEALTH. 2) STRATEGIC FINANCIAL GROUP; INVESTMENT RELATED; 1327 W WASHINGTON STREET SUITE 4A CHICAGO IL 60607; SELL INSURANCE; OWNER; 08/04/2004- CURRENT; 120 HOURS/MONTH; 120 DURING SECURITIES TRADING HOURS/MONTH; SALE OF FIXED ANNUITIES, LIFE INSURANCE, DISABILITY, HEALTH. 3) Crossroad Wealth Partners LLC; not investment related; 1327 W Washington Blvd Suite 4A Chicago Il 60607; fixed Life disability and LTC products; partner; 09/17/2021; 80 hours/month ( 80 during security trading hours); recruit, develop and train agents to market fixed insurance products. 4) Easytermlife.com; not investment related; 1327 W Washington Blvd Chicago IL 60607; Marketing of term life insurance; owner; 10/05/2022; 1 hour ( 1 during security hours); set up company to market quick decision term life insurance via an online website I have purchased.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-03-13
• S63 Uniform Securities Agent State Law Examination
  1991-02-25

Other Names

• Stan Lovelace