Loyd Wellman, CFP®
Wealth Advisor

Request an Appointment | Office Information

Loyd Wellman is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. He has 11 years of experience in the financial services industry and previously served as a Financial Analyst for Midwest Financial Advisor Group (which merged with Beacon Pointe in 2023). Loyd graduated from Central Michigan University with a bachelor’s degree in Finance and Accounting. He obtained his Certified Financial Planner™ (CFP®) designation in October 2020 and has begun his studies to obtain the CLU® (Chartered Life Underwriter) designation.  


You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.