Kasie Beck, financial advisor West Des Moines IA
89 score

Kasie Beck

CRD Number: 6163622
Current Firm: Morgan Stanley

Kasie Beck (CRD# 6163622) is an Investment Advisor Representative working at Morgan Stanley in West Des Moines, IA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley West Des Moines, IA Oct 2013 - Current 3
Thrivent Financial For Lutherans Appleton, WI Jul 2013 - Oct 2013 < 1
Thrivent Investment Management Inc. Johnston, IA Mar 2013 - Jul 2013 < 1
Mercy Hospital Des Moines, IA Apr 2011 - Apr 2013 2
Methodist Hospital Des Moines, IA Oct 2010 - Apr 2011 < 1
Cheesecake Factory West Des Moines, IA Dec 2009 - Oct 2010 < 1
Biomat Usa Council Bluffs, IA Oct 2009 - Dec 2009 < 1
Csl Plasma Omaha, NE Apr 2009 - Oct 2009 < 1
Unemployed Council Bluffs, IA Dec 2008 - Apr 2009 < 1
Infousa Omaha, NE Feb 2008 - Dec 2008 < 1
Iowa Western Community College Council Bluffs, IA Sep 2005 - May 2008 2
Us Bank Council Bluffs, IA Nov 2006 - Feb 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Kasie M. Beck
Phone Number: 914-225-5510
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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