Lance Beckman, financial advisor Burlington IA

Lance Beckman

CRD Number: 6146637
Current Firm: Clearwealth

Lance Beckman (CRD# 6146637) is an Investment Advisor Representative working at Clearwealth in Burlington, IA and has over 10 years of experience in the finance industry. Lance Beckman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current 8
Northwestern Mutual Investment Services, LLC Coralville, IA Oct 2013 - Current 10
Northwestern Mutual Life Insurance Company Milwaukee, WI Jan 2013 - Current 11
Northwestern Mutual Investment Services, LLC Coralville, IA Jul 2014 - Mar 2016 1
University Of Iowa Iowa City, IA Aug 2010 - May 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2013
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Lance R. Beckman
Phone Number: (319) 572-0581
Registered State(s):
  • IA
Current Firm Details
Clearwealth
Firm's CRD Number: 299759
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    231
    ACCOUNTS
  • Average Account Value
    $51,948
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

IA

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