Who We Are

Keith Alden Loveland is a nationally recognized attorney, author, consultant and teacher within the financial services profession. He is a subject matter expert to the North American Securities Administrators’ Association [NASAA]; he previously served as a subject matter expert to the New York Stock Exchange [NYSE] Qualification Committee.

Mr. Loveland has been a member of the Financial Planning Association since 1983, serving a three-year term on their Board of Directors from 2011 to 2013. He was a recipient of the FPA Heart of Financial Planning Award in 2010.

Keith was Adjunct Professor, William Mitchell College of Law, from 1978 to 1987, and Adjunct Professor, Hamline University, from 1979 to 1981, where he taught Philosophy of Law and Jurisprudence. Keith also taught Insurance Law from 1980 to 1983. He is currently Adjunct Faculty for The Center for Fiduciary Studies, teaching the Accredited Investment Fiduciary (AIF®) course for Investment Stewards, Investment Advisors, and Investment Managers. He also teaches Cybersecurity and Privacy Law at the Charlotte, North Carolina campus of Wake Forest University School of Professional Studies.