Daniel Clay Lovett
Investment adviser representative at Lovett Investment Consulting LLC
28 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$220.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
28 years in the industry.
- Lovett Investment Consulting LLCApr 2007 to now
- Daniel Clay Lovett Cpa - Sole ProprietorshipSep 1998 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CO).
Lovett Investment Consulting LLC
$220.3MAssets managed
32Clients
1Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5287186
- Firm CRD
- 143178