Robert Beck (CRD# 6224944) is an Investment Advisor Representative working at Wealth Management Cpas, LLC in Salt Lake City, UT and has over 10 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Management Llc Dba Wealth Management Cpas | Salt Lake City, UT | Jul 2020 - Current | 3 |
| Wealth Management Insurance Solutions, LLC | Salt Lake City, UT | Jan 2020 - Current | 4 |
| Wealth Management Tax Solutions | Bountiful, UT | Sep 2012 - Current | 11 |
| Wealth Management Llc Dba Wealth Management Cpas | Salt Lake City, UT | Sep 2010 - Current | 13 |
| Townsquare Capital, LLC | Provo, UT | Mar 2018 - Jan 2021 | 2 |
| Allegis Investment Advisors, LLC | Idaho Falls, ID | Jul 2013 - Mar 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2013 |
- TX
- UT
-
Total Assets Under Management157MILLIONS
-
Total Number of Accounts593ACCOUNTS
-
Average Account Value$264,424
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
ID, LA, TX, UT
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