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Our financial advice team


Wallace E Beck Jr, Financial Advisor serving the Salt Lake City, UT area - Ameriprise Advisors

Wallace E Beck Jr

Financial Advisor

Managing Director
Beck Financial Group
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 5 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Small Business
  • Tax Planning Strategies

Qualifications

  • Series 3 - National Commodity Futures Examination
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination

Education

  • BBA, Business Administration and Management, General, Boise State University - Boise, ID

Professional associations

  • Boise State University Alumni Association

Previous experience

  • Financial Advisor, RBC Capital Markets Corp, 1999-2013, Salt Lake City, UT, 14 Years
  • Financial Advisor, Ameriprise Financial, 2013-present, Midvale, UT, 1 Year

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Volunteer for the International Rett Syndrome Foundation, Volunteer for the Utah Food Bank and Salt Lake Community Action Program

Interests

I enjoy spending time with my family, attending music concerts with my daughter, fine art, golfing and other sports.