Marie Miles Beckman
Investment adviser representative at Financial Solutions Advisory Group
26 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$935MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Financial Solutions Advisory GroupJan 2013 to now
- A. Robert Taylor Financial Advisory Services, Ltd.Jan 2000 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (IL).
Financial Solutions Advisory Group
Legal name: Financial Solutions Advisory Group, Inc.
$935MAssets managed
360Clients
8Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4049931
- Firm CRD
- 125218