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Brian Wickett

Investment adviser representative at Beck Bode LLC
28 yearsExperience
1 stateRegistered in
$666.4MFirm assets
10 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed 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

28 years in the industry.

  1. Beck Bode LLCJan 2017 to now
  2. Beckbode Wealth Management, LLCFeb 2016 to now
  3. Boston Raquet ClubJul 1998 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2016

State registrations

Registered as an investment adviser representative in 1 state (MA).

Beck Bode LLC

$666.4MAssets managed
979Clients
17Advisers
10 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
6709243
Firm CRD
282611
Advisor's SEC record (opens in a new tab)
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