Marie M. Beckman

FINANCIAL SOLUTIONS ADVISORY GROUP

CHICAGO, IL 60631

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CRD#: 4049931

Professional summary

Marie Miles Beckman MS., CFP®, who also goes by Marie Miles Beckman, is a registered financial advisor currently at FINANCIAL SOLUTIONS ADVISORY GROUP located in Chicago, Illinois.

Marie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Marie has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marie Miles Beckman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

OTHER FIRM: A. ROBERT TAYLOR FINANCIAL ADVISORY SERVICES, LTD. WHICH IS A STATE REGISTERED RIA ADDRESS: 825 GREEN BAY ROAD SUITE 120 WILMETTE, IL 60091. TITLE: PRINCIPAL RELATIONSHIP: FINANCIAL SOLUTIONS ADVISORY GROUP, INC. ACQUIRED THE CLIENTS OF A. ROBERT TAYLOR FINANCIAL ADVISORY SERVICES, INC. MARIE BECKMAN'S TIME WILL BE SPLIT EQUALLY BETWEEN THESE FIRMS FOR THE FIRST 3 MONTHS OF 2013 AT WHICH POINT ALL OF THE CLIENTS WILL BE TRANSITIONED TO FINANCIAL SOLUTIONS ADVISORY GROUP, INC. AND A. ROBERT TAYLOR FINANCIAL ADVISORY SERVICES, INC. WILL WITHDRAW AS AN RIA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marie Miles Beckman MS.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

January 2, 2013 - Present

FINANCIAL SOLUTIONS ADVISORY GROUP

Office #1: 8700 W. Bryn Mawr Avenue, Suite 410-n, Chicago, IL 60631

RIA

CRD#: 125218

CHICAGO, IL

Past

June 8, 2000 - March 28, 2013

A. ROBERT TAYLOR FINANCIAL ADVISORY SERVICES, LTD.

RIA

CRD#: 123182

WILMETTE, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FINANCIAL SOLUTIONS ADVISORY GROUP

FINANCIAL SOLUTIONS ADVISORY GROUP | FINANCIAL SOLUTIONS ADVISORY GROUP, INC.

CRD#: 125218 / SEC#: 801-62068

RIA

Registered Investment Advisory firm - (6/6/2003 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(1/2/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/1/2000

Uniform Investment Adviser Law Examination

Current Firm

FINANCIAL SOLUTIONS ADVISORY GROUP

FINANCIAL SOLUTIONS ADVISORY GROUP | FINANCIAL SOLUTIONS ADVISORY GROUP, INC.

CRD#: 125218 / SEC#: 801-62068

RIA

Registered Investment Advisory firm - (6/6/2003 Approved)

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Contact information

Main Address

8700 W. Bryn Mawr Avenue, Suite 410-n, Chicago, IL 60631

Mailing Address

Phone number

(773) 714-1540

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FINANCIAL SOLUTIONS ADVISORY GROUP, INC. PART 2A (3/11/2025)

Regulatory assets under management

Total Number of Accounts	350
AUM (Assets Under Management)	$ 880,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Marie M. Beckman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marie Miles Beckman MS.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL SOLUTIONS ADVISORY GROUP

A. ROBERT TAYLOR FINANCIAL ADVISORY SERVICES, LTD.

Primary Firm SEC Registration

FINANCIAL SOLUTIONS ADVISORY GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 6/1/2000

Current Firm

FINANCIAL SOLUTIONS ADVISORY GROUP

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINANCIAL SOLUTIONS ADVISORY GROUP

TRUST BUT VERIFY

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