Collin E Osbahr
Investment adviser representative at Beck Capital Management LLC
11 yearsExperience
1 stateRegistered in
$562.4MFirm assets
16 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Beck Capital Management LLCJan 2025 to now
- Bank of America, N.A.Dec 2022 to Dec 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2022 to Dec 2024
- Purshe Kaplan Sterling Investments, Inc.Nov 2019 to Sep 2022
- AXA Advisors, LLCSep 2019 to Oct 2019
- Equitable Financial Life InsuranceSep 2019 to Oct 2019
- Bsr Cable ParkAug 2019 to Sep 2019
- Parson Barefoot Ski RanchJun 2019 to Aug 2019
- UnemployedMay 2019 to Aug 2019
- Stowe Mountain ResortJul 2018 to Aug 2018
- Baylor UniversityAug 2015 to May 2019
- Enterprise Rent-a-carJun 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Beck Capital Management LLC
$562.4MAssets managed
451Clients
10Advisers
16 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
- 7180094
- Firm CRD
- 152705