Steven Derek Loveless
Investment Adviser Representative at United Advisor Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Steven Derek Loveless is an investment adviser representative with United Advisor Group in Frankfort, IN, where they have been registered since 2023. They have worked in the securities industry since 2018 and have been registered with 3 firms, including Cambridge Investment Research Advisors, Inc. and Signator Investors, Inc. 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 Indiana.
Registrations & licenses
- Investment adviser:
- Indiana
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- SIIFeb 2017 – Jul 2018Carmel, IN
- ProtivitiMar 2013 – Feb 2017Indianapolis, IN
- Cambridge Investment Research Advisors, Inc.Oct 2018 – Apr 2023Fairfield, IA
- Cambridge Investment Research Inc.Oct 2018 – Apr 2023Fairfield, IA
- MarketShare FinancialFeb 2017 – Jun 2018Indianapolis, IN
- Empire CapitalJun 2018 – no end date reportedFrankfort, IN
- United Advisor GroupMar 2022 – no end date reportedCincinnati, OH
- Ironside StrategiesMar 2023 – no end date reportedFrankfort, IN
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About United Advisor Group
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
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
Personalized and comprehensive financial solutions including individual services (Roth and Traditional IRAs, budgeting, brokerage account management, tax efficiency), family services (college savings, expense management, multigenerational financial planning), and business owner services (401(k), SIMPLE IRA, and SEP IRA plan design and implementation).
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 53
- Offices listed on AdvisorFinder:
- 23
- Main office:
- Cincinnati, OH
- SEC file number:
- 801-127090
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 20, 2026
View full firm profileOther advisors at United Advisor Group
Showing 12 of 53 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Steven Derek 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.
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