Beth Lynae Price
Investment adviser representative at Beck Bode LLC
18 yearsExperience
2 statesRegistered 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
18 years in the industry.
- Beck Bode LLCSep 2022 to now
- Intentional Wealth AdvisorsSep 2018 to Sep 2022
- Traverse City Christian SchoolSep 2008 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (MA, MI).
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
- 7012434
- Firm CRD
- 282611