Lance Beckman, financial advisor Burlington IA
89 score

Lance Beckman

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Investment Services, LLC Coralville, IA Oct 2013 - Current 3
Northwestern Mutual Life Insurance Company Milwaukee, WI Jan 2013 - Current 3
University Of Iowa Iowa City, IA Aug 2010 - Current 6
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
Contact Info for Lance R. Beckman
Phone Number: 866-664-7737
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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