John
Loveday

Tsg Advice Partners, LLC

CRD#6792527
Investment Advisor
in Columbus, OH

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About this Advisor

John Loveday is a certified financial planner based out of Columbus, Ohio with 3 years of relevant experience. Loveday is an employee of Tsg Advice Partners, LLC. During their career, Loveday has held roles at Collaborative Financial Partners LLC, Mccarthy And Cox Retirement And Estate Specialist LLC, Mount Vernon Nazarene University - Student Financial Services, Horizon Financial Solutions, Wilging, Roush & Parsons Cpas, Edgewood Summit, Deli Fresh, Chick-Fil-A, Kiddie College Day Care, South Charleston High School and Tsg Advice Partners, LLC. Loveday can serve investors in Ohio. Tsg Advice Partners, LLC is a financial advisory firm based out of Columbus, OH. It manages $483 million in total assets across its 2,853 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 2,853 client accounts, 23% are associated with high-net-worth clients who have at least $1 million in investable assets. Tsg Advice Partners, LLC performs a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules largely depend on which service is offered. However, fees billed by Tsg Advice Partners, LLC most likely include asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

349 W Nationwide Blvd
Columbus, OH 43215

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Tsg Advice Partners, LLC Brokerage Details

Total Assets Under Management

$482,910,360

OH Average: $2,106,341,625
Total Number of Employees

12

OH Average: 34
Total Number of Accounts

2,853

OH Average: 1,972
Average Account Size

$169,264

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

John Loveday Work History

John has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Tsg Advice Partners, LLC

2019 - Present (5 years)

Collaborative Financial Partners LLC

2018 - 2019 (1 year)

Mccarthy And Cox Retirement And Estate Specialist LLC

2018 - 2018 (< 1 year)

Wilging, Roush & Parsons Cpas

2017 - 2017 (< 1 year)

Horizon Financial Solutions

2015 - 2018 (3 years)

Mount Vernon Nazarene University - Student Financial Services

2015 - 2015 (< 1 year)

Deli Fresh

2015 - 2015 (< 1 year)

Kiddie College Day Care

2013 - 2016 (3 years)

Edgewood Summit

2012 - 2013 (1 year)

Chick-Fil-A

2010 - 2014 (4 years)

South Charleston High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Loveday to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tsg Advice Partners, LLC

Blake Farmer
Columbus, OH
Jonathan Roby
Columbus, OH
Misty Cherniss
San Antonio, TX
Alvin Asiamah
Columbus, OH
John Loveday
Columbus, OH
Angel Brown
San Diego, CA
Christopher Schumacher
Columbus, OH
Isao Shoji
Columbus, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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