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Michael Spencer Loveless

Investment Adviser Representative at ABG Consultants

Orlando, FLCRD #6490494Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michael Spencer Loveless is an investment adviser representative with ABG Consultants in Orlando, FL, where they have been registered since 2026. They have worked in the securities industry since 2020 and have been registered with 7 firms, including Concourse Financial Group Advisors and VOYA Retirement Advisors, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Utah.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Utah

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/3/2017
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 5/1/2017

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

ABG ConsultantsCurrent
7/15/2026 – Orlando, FL
Concourse Financial Group Advisors
2/26/2024 – 8/7/2024San Tan Valley, AZ
VOYA Retirement Advisors, LLC
7/19/2023 – 2/8/2024Cornville, AZ
VOYA Financial Partners, LLC
9/15/2022 – 7/20/2023Cornville, AZ
JOHN Hancock Investment Management, LLC
8/19/2021 – 2/9/2022Tempe, AZ
Hartford Funds
9/10/2019 – 6/30/2021Wayne, PA
Edward Jones
9/26/2017 – 1/9/2018St Louis, MO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Edward Jones
    Feb 2017 – Jan 2018St Louis, MO
  2. American General LIFE Insurance
    Jun 2018 – Jun 2019Houston, TX
  3. AIG Capital Services, Inc.
    Jun 2018 – Jun 2019Houston, TX
  4. Hartford Funds Distributors, LLC
    Sep 2019 – Jul 2021Wayne, PA
  5. Unemployed
    Jan 2018 – Jun 2018St. Louis, MO
  6. Unemployed
    May 2019 – Sep 2019Houston, TX
  7. Belmont University
    Aug 2013 – Dec 2016Nashville, TN
  8. John Hancock
    Aug 2021 – Feb 2022Tempe, AZ
  9. John Hancock Investment Management Distributors LLC
    Aug 2021 – Feb 2022Boston, MA
  10. Invesco
    Apr 2022 – Apr 2022Cornville, AZ
  11. Voya Financial Partners, LLC
    Jul 2022 – Feb 2024Cornville, AZ
  12. Voya
    Jul 2022 – Feb 2024Cornville, AZ
  13. Protective Life Insurance Company
    Feb 2024 – Aug 2024San Tan Valley, AZ
  14. Investment Distributors Inc
    Feb 2024 – Aug 2024San Tan Valley, AZ
  15. Concourse Financial Group Securities Inc
    Feb 2024 – Aug 2024San Tan Valley, AZ
  16. Prime Communications
    Sep 2024 – Dec 2024Orlando, FL
  17. ABG Consultants
    Apr 2026 – no end date reportedCottonwood Heights, UT
  18. PCS Retirement
    Dec 2024 – no end date reportedOrlando, FL

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About ABG Consultants

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • Individuals AUM-based fee range0.20%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial planning, investment management, wealth management, retirement planning, retirement plan services, workplace wellness, and business consulting.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Financial PlanningInvestment ManagementWealth ManagementRetirement PlanningRetirement Plan ServicesBusiness ConsultingWorkplace WellnessFiduciary AdvisoryCertified Pension Consulting

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingState/Municipal

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
5
Offices listed on AdvisorFinder:
1
Main office:
Cottonwood Heights, UT
SEC file number:
801-69619

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 31, 2026

View full firm profile

Other advisors at ABG Consultants

4 other advisors in the directory

View ABG Consultants firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Spencer Loveless has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Michael Spencer Loveless (ABG Consultants) - Advisor Profile