Douglas Beck, financial advisor Forest Lake MN

Douglas Beck

CRD Number: 1022113
Current Firm: Osaic Wealth, Inc.

Douglas Beck (CRD# 1022113) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Forest Lake, MN and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Forest Lake, MN Sep 2023 - Current < 1
Sagepoint Financial, Inc. Forest Lake, MN Jan 2009 - Sep 2023 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1994
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Douglas A. Beck
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • CA
  • CO
  • FL
  • MI
  • MN
  • NV
  • ND
  • OH
  • TX
  • VA
  • WI
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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