user avatar

Steven Love

Advisor at SPC

Updated today

Location

Terre Haute, IN 47802

Credentials

Series 63, Series 65

Industry experience

42 years

About

Steven Love is a financial advisor at SPC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SPC since 2005 and at Parkland Securities, LLC since 2014. Outside of his advisory role, he operates Love Financial Services Inc., which provides financial, insurance, and accounting services, and he is involved in estate planning in collaboration with an attorney. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Client services

Based on SPC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Consultation services

Expertise

Based on SPC

General retirement planning Income planning Social Security optimization Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on SPC

Founder/Business Owner Retired Executive

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Fee options

Fixed

Flat fees for financial planning and retirement plan consulting, no minimum specified

Percentage

$0 - $500,000: 2.50% $500,001 - $750,000: 1.75% $750,001 - $1,000,000: 1.50% $1,000,001+: 1.25%

Commissions

Commissions earned by IARs acting as registered representatives on securities and insurance products

Project-based

Up to $300/hour for financial planning; up to $50/hour for office staff time

Subscriptions

Ongoing consulting services charged as flat fees up to $600/month or $1,800/quarter

Other

Account minimum: $5,500 Minimum fee: Minimum annual program fee of $30 for SIGMA Managed Accounts Fee-only: Financial planning and consulting services charged hourly up to $300/hour; segmented plans max $750; comprehensive plans up to $10,000; ongoing consulting fees up to $600/month or $1,800/quarter

Location

2940 South 7 Th

Terre Haute, IN 47802

Most active in

Indiana · Texas

Work history

Parkland Securities, LLc

2014 - Present (12 years)

Spc

2005 - Present (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Donald Edwards is a CFA® charterholder with 27 years of industry experience, currently serving at Wabash Capital, Inc. since 1997. He is based in Terre Haute, IN, and is part of a four-advisor team. Wabash Capital provides discretionary investment management to a diverse client base including individuals, trusts, corporations, pensions, 401(k) plans, and foundations/endowments. The firm employs a top-down, fundamental research process to build risk-based, diversified portfolios with an emphasis on low turnover and tactical adjustments guided by market valuation metrics such as the cyclically-adjusted price-earnings (CAPE) ratio.

Wealth management Passive / index investing Active portfolio management
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Series 63, Series 65, Series 66

Terre Haute, IN

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Jon Beardsley is a financial advisor at Spyglass Investment Management in Terre Haute, IN, with 25 years of industry experience. He has been with Spyglass since 2000 and holds a Series 65 designation. Spyglass Investment Management provides personalized financial planning and portfolio management to individual clients, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm serves both high-net-worth and non-HNW clients, with an investment approach emphasizing asset allocation through no-load mutual funds, equities, fixed income, ETFs, and municipal securities.

College savings (529s, UTMA, etc.) General retirement planning
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College savings (529s, UTMA, etc.) General retirement planning
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Terre Haute, IN

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Gene Griffin is a CFP® with 31 years of industry experience, currently serving as an advisor at Creative Financial Designs, Inc. in Terre Haute, IN. He has been with the firm since 2001 and also has a long tenure with Capital Planning Systems dating back to 1987. Outside of his advisory role, Griffin is chairman of the board for Shepherds of Griffin Bike Park, Inc., a nonprofit organization. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations and offers a range of strategies, including Biblical Responsible Investing, supported by research from major financial institutions.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Michael H

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Terre Haute, IN

&PARTNERS

Michael Hambrock is a financial advisor at &Partners with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, Hambrock teaches tennis and pickleball at the Terre Haute Tennis and Pickleball Club. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining proprietary and third-party strategy models with both discretionary and non-discretionary management options.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Executive
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