Keith Loveland

Welcome

Loveland Consulting

Let's begin with Why. I believe Americans need good financial advice if they are to gain a measure of financial security. I further believe I can best serve Americans - indirectly - through serving the financial services professionals who directly serve them.

My passion to serve has been demonstrated throughout the decades as an attorney, author, consultant, teacher, and expert witness. During my years within the financial world, I've observed how critical it is to know the subject matter and be a trustworthy resource.

The financial services sector is not simple. Never has been. Never will be. It is a VUCA world: Volatile, Uncertain, Complex, and Ambiguous. Successful client outcomes are rarely guaranteed and never predicted perfectly by gazing at a crystal ball.

Investment themes may come and go. Markets gyrate. Investment Managers are Hot, or Not. The world of investing may be defined as a complex web of legal, regulatory, fiduciary, and ethical demands.

News

Visit our website often for the latest news focusing on cybersecurity, privacy law, insurance law, securities law, portfolio construction, fiduciary practices and more.
[ News Archive ]

Meme Coins

SEC Staff Statement on Meme Coins

On February 27, 2025, as part of an effort to provide greater clarity on the application of the federal securities laws to crypto assets, the SEC's Division of Corporation Finance (the Division) provided its views on "meme coins." They defined a "meme coin" as...

  • May 13, 2025
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Fraud Against Consumers

Consumer Financial Protection Bureau outlines new priorities for 2025

The Consumer Financial Protection Bureau (CFPB) is rescinding its existing enforcement and supervision priority documents, according to a memo sent to bureau staff by CFPB Chief Legal Officer Mark Paoletta...

  • May 12, 2025
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Cybersecurity

Updated Security Policy Templates Available on The Web

In partnership, the Cybersecurity Risk Foundation (CRF) and SANS have created a library of free cybersecurity policy templates to help organizations quickly define, document, and deploy...

  • May 09, 2025
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Providing Support

"I have assisted both claimants and respondents in providing behind-the-scenes support as well as on-the-stand expert testimony."

  • CONTACT

    500 Wells Fargo Plaza
    7900 Xerxes Avenue South
    Minneapolis, MN 55431
  • Office Hours

    Mon - Fri 9:00 - 05:00
    Saturday 10:00 - 03:00
  • Phone

    Phone: 952-746-1106
    Cell: 612-961-6019
  • Email

    kloveland@cap-mgt.com
Loveland Consulting