Eric Beckman
Investment adviser representative at Ameriprise Financial Services, LLC
19 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 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 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
19 years in the industry.
- Ameriprise Financial Services, IncApr 2019 to now
- Nationwide Investment Services CorpSep 2018 to Apr 2019
- Checks and BalancesDec 2017 to Aug 2018
- UnemployedOct 2017 to Dec 2017
- Huntington National BankJun 2017 to Sep 2017
- Schottenstein CenterAug 2015 to Jun 2017
- Beckman JewelersJun 2007 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 7024742
- Firm CRD
- 6363