Ashton Beck (CRD# 7099366) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Stillwater, MN and has 1 year of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 4898817
Raymond James & Associates, Inc.
CRD# 6206290
Cliftonlarsonallen Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rbc Wealth Management | Minneapolis, MN | Apr 2019 - Current | 5 |
| Wells Fargo Bank | Minneapolis, MN | May 2018 - Apr 2019 | < 1 |
| Green Mill Restaurant & Bar | Eden Prairie, MN | Apr 2018 - May 2018 | < 1 |
| Panera Bread Company | Richfield, MN | Jan 2018 - Apr 2018 | < 1 |
| Prime Therapeutics, LLC | Eagan, MN | Sep 2017 - Jan 2018 | < 1 |
| Stick's Tavern | Chaska, MN | Jun 2017 - Sep 2017 | < 1 |
| University Of Wisconsin - Eau Claire | Eau Claire, WI | Sep 2013 - Jun 2017 | 3 |
| Tgi Fridays | Eau Claire, WI | Apr 2017 - May 2017 | < 1 |
| Mason Companies, Inc. | Chippewa Falls, WI | Jun 2016 - Nov 2016 | < 1 |
| Trinity Equestrian Center | Eau Claire, WI | Mar 2016 - Sep 2016 | < 1 |
| Regis Middle School | Eau Claire, WI | Oct 2015 - Dec 2015 | < 1 |
| Brack Thermal Systems | Altoona, WI | Jun 2015 - Sep 2015 | < 1 |
| Grizzly's Wood-fired Grill | Eau Claire, WI | Sep 2014 - Jun 2015 | < 1 |
| Oak 19 Fare & Refreshment | Chaska, MN | Jun 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- MN
- TX
- WI
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Total Assets Under Management201,264MILLIONS
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Total Number of Accounts451,404ACCOUNTS
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Average Account Value$445,862
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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