Joshua Beck, financial advisor Otsego MN

Joshua Beck

CRD Number: 4381048
Current Firm: Thrivent Investment Management Inc.

Joshua Beck (CRD# 4381048) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Otsego, MN and has over 22 years of experience in the finance industry. Joshua Beck 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
Thrivent Financial For Lutherans Appleton, WI Jul 2002 - Current 21
Thrivent Investment Management Inc. Brooklyn Park, MN Jul 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2001
S66 NASAA Uniform Combined State Law Examination Apr 2006
Contact Info for Joshua J. Beck
Phone Number: 800-847-4836
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    12,490
    MILLIONS
  • Total Number of Accounts
    40,990
    ACCOUNTS
  • Average Account Value
    $304,709
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, WY

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