Nicholas Christopher Beckman
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Nicholas Christopher Beckman? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
13 years in the industry.
- Lifetime Wealth Management, An Affiliate of Lumsden MccormickNov 2025 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Lifetime Wealth Management Group, Inc.Jan 2014 to now
- Avantax Advisory ServicesJul 2023 to Sep 2025
- Avantax Insurance Agency, LLCJul 2023 to Sep 2025
- Avantax Investment Services Inc.Jul 2023 to Sep 2025
- Securities America Advisors, Inc.Oct 2017 to Jul 2023
- Securities America Inc.Oct 2017 to Jul 2023
- National Planning CorporationAug 2013 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (NY).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 5898732
- Firm CRD
- 105644