DFX Intelligence

Data Factory

RIA / WealthAdvisor29 years in industry

CHAD EVERETT LOVELAND

Advisor at ASPEN CAPITAL MANAGEMENT LLC

SAINT GEORGE, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:adf5e130-bd22-e05e-7490-a41bb5ea2db6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 28, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ASPEN CAPITAL MANAGEMENT LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 27, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Exams: S65|S63|S66
First exam: Feb 27, 1997
First registration: Jan 28, 2006
Dual registered: no
Other names: CHAD EVERETT LOVELAND
IAPD individual key: 2837851

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ASPEN CAPITAL MANAGEMENT LLC	State registered	Sep 17, 2015	n/a	yes	SAINT GEORGE, UT	Current employment
MY INVESTMENT ADVISOR, INC.	n/a	Nov 8, 2011	Nov 3, 2015	no	ST GEORGE, UT	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Jan 28, 2006	Jan 11, 2011	no	LAS VEGAS, NV\|ST GEORGE, UT\|Las Vegas, NV	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MY INVESTMENT ADVISOR, INC.	ASPEN CAPITAL MANAGEMENT LLC	Nov 3, 2015	Sep 17, 2015	-47	Firm change after gap	Other
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	MY INVESTMENT ADVISOR, INC.	Jan 11, 2011	Nov 8, 2011	301	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
144616:226559:UT:2015-11-03	Nov 3, 2015	Sep 17, 2015	ST GEORGE, UT	Firm change after gap

Relationships

Registered with (3)

→ ASPEN CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
Sep 17, 2015 to presentfactForm ADV
→ MY INVESTMENT ADVISOR, INC.Registered adviserregistration: previous registration
Nov 8, 2011 to Nov 3, 2015factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
Jan 28, 2006 to Jan 11, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:adf5e130-bd22-e05e-7490-a41bb5ea2db6
First observed: Jan 28, 2006
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CHAD EVERETT LOVELAND

Advisor at ASPEN CAPITAL MANAGEMENT LLC

SAINT GEORGE, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:adf5e130-bd22-e05e-7490-a41bb5ea2db6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:07 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ASPEN CAPITAL MANAGEMENT LLC

State registered

Sep 17, 2015

n/a

yes

SAINT GEORGE, UT

Current employment

MY INVESTMENT ADVISOR, INC.

n/a

Nov 8, 2011

Nov 3, 2015

ST GEORGE, UT

Previous registration

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

No RAUM reported

Jan 28, 2006

Jan 11, 2011

LAS VEGAS, NV|ST GEORGE, UT|Las Vegas, NV

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MY INVESTMENT ADVISOR, INC.

ASPEN CAPITAL MANAGEMENT LLC

Nov 3, 2015

Sep 17, 2015

-47

Firm change after gap

Other

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

MY INVESTMENT ADVISOR, INC.

Jan 11, 2011

Nov 8, 2011

301

Firm change

Other

Team

Left

Joined

From

Kind

144616:226559:UT:2015-11-03

Nov 3, 2015

Sep 17, 2015

ST GEORGE, UT

Firm change after gap