James Beakas (CRD# 1620001) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Toledo, OH and has over 36 years of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bfc Planning, Inc. | Toledo, OH | Dec 2016 - Current | 7 |
| Strategic Wealth Management Group, LLC | Toledo, OH | May 2009 - Current | 14 |
| Berthel, Fisher & Company Financial Services, Inc. | Toledo, OH | Mar 2003 - Current | 21 |
| Bdi Group LLC | Sylvania, OH | Apr 2002 - Current | 22 |
| James Beakas | Toledo, OH | Apr 1988 - Current | 36 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1987 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2004 |
- OH
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Total Assets Under Management742MILLIONS
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Total Number of Accounts3,481ACCOUNTS
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Average Account Value$213,220
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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