Lance BeckmanCRD Number: 6146637
Current Firm: Northwestern Mutual Investment Services,llc
Lance Beckman (CRD# 6146637) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Burlington, IA and has over 4 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services,llc
Berthel Fisher & Company Financial Services, Inc.
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Jan 2016 - Current||1|
|Northwestern Mutual Investment Services, LLC||Coralville, IA||Oct 2013 - Current||4|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Jan 2013 - Current||4|
|University Of Iowa||Iowa City, IA||Aug 2010 - Current||7|
|Northwestern Mutual Investment Services, LLC||Coralville, IA||Jul 2014 - Mar 2016||1|
|Brueck Contruction||West Burlington, IA||Apr 2008 - Jan 2013||4|
|Airliner||Iowa City, IA||May 2012 - Dec 2012||< 1|
|University Of Iowa Recreational Services||Iowa City, IA||Mar 2011 - May 2012||1|
|City Of Burlington Parks And Recreation||Burlington, IA||May 2010 - Aug 2011||1|
|Burlington Community High School||Burlington, IA||Aug 2006 - May 2010||3|
|Hyvee||Burlington, IA||Mar 2008 - Mar 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2013|
|S65||NASAA Investment Advisors Law Examination||Jul 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.