Mark Beckman (CRD# 3152139) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Manchester, IA and has over 25 years of experience in the finance industry.
CRD# 5000358
United Planners' Financial Services Of America A Limited Partner
CRD# 5654506
Edward Jones
CRD# 2456118
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Investment Management Inc. | Hiawatha, IA | Jul 2002 - Current | 21 |
| Thrivent Financial For Lutherans | Appleton, WI | Jul 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2005 |
- IA
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
-
Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, WY
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