Kyle Beckhusen (CRD# 6060099) is an Investment Advisor Representative working at Wright Associates in Pittsburgh, PA and has over 9 years of experience in the finance industry. Kyle Beckhusen 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.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Kathleen S Wright Associates Inc. | Pittsburgh, PA | Feb 2021 - Current | 3 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Feb 2016 - Feb 2021 | 5 |
Northwestern Mutual Investment Services, LLC | Cranberry Twp, PA | Jul 2013 - Feb 2021 | 7 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jun 2012 - Feb 2021 | 8 |
Geneva College | Beaver Falls, NY | Aug 2010 - May 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2015 |
- PA
-
Total Assets Under Management306MILLIONS
-
Total Number of Accounts612ACCOUNTS
-
Average Account Value$499,274
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, PA
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