Chad Everett Loveland

Employer firm

Aspen Capital Management LLC CRD 226559

$40.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2011 → Present
  Girard Securities, Inc.
  San Diego, CA
• 08/2011 → Present
  My Investment Advisor
  St. George, UT

Previous Registrations

• 2011-11-08 → 2015-11-03
  My Investment Advisor, Inc.
  St George, UT
• 2006-01-28 → 2011-01-11
  Northwestern Mutual Investment Services, Llc
  Las Vegas, NV
  St George, UT
  Las Vegas, NV

Other Businesses

MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. REAL ESTATE INVESTMENT, TAYLOR AZ. 10% OWNER OF A RESIDENTAL LOT. RENTAL REAL ESTATE INVESTMENT, ST GEORGE, UT, 1 HR/MO, NO INCOME CURRENTLY GENERATED. IAR FOR MY INVESTMENT ADVISOR, INC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-16
• S66 Uniform Combined State Law Examination
  2006-02-06
• S63 Uniform Securities Agent State Law Examination
  1997-02-27

Other Names

• Chad Everett Loveland