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Tammy J. Stoerkel

BECK BODE LLC
Traverse City, MI 49684-6723
Some features on this profile are disabled
CRD#: 4296959
TS

Professional summary

Tammy Jean Stoerkel, who also goes by Tammy Jean Wall, is a registered financial advisor currently at BECK BODE LLC located in Traverse City, Michigan.

Tammy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Tammy has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tammy Jean Wall

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.
1. 07/07/2014-MARY KAY/SALES CONSULTANT/15%/TRAVERSE CITY,MI 2. 07/07/2014-INTENTIONAL WEALTH ADVISORS, LLC./DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/85%/TRAVERSE CITY,MI

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tammy Jean Stoerkel'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®
None

Experience

Current

December 16, 2022 - Present

BECK BODE LLC

Office #1: 4110 Copper Ridge Dr #235, Traverse City, MI 49684-6723
RIA
CRD#: 282611
Traverse City, MI
Past

January 6, 2015 - November 15, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
TRAVERSE CITY, MI
Past

July 7, 2014 - November 15, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
TRAVERSE CITY, MI
Past

April 9, 2004 - July 14, 2014

THE HUNTINGTON INVESTMENT COMPANY

BD
CRD#: 16986
TRAVERSE CITY, MI

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".
BECK BODE LLC
BECK BODE LLC
BECK BODE LLC | MACDONALD WEALTH MANAGEMENT | INTENTIONAL WEALTH ADVISORS, LLC | BOSTON RETIREMENT ADVISORS | BECK BODE WEALTH MANAGEMENT, LLC | BECK BODE WEALTH MANAGEMENT

CRD#: 282611 / SEC#: 801-107188

RIA
Registered Investment Advisory firm - (1/27/2016 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
Michigan
(12/16/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/27/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/9/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/11/2016
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/8/2004
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BECK BODE LLC
BECK BODE LLC
BECK BODE LLC | MACDONALD WEALTH MANAGEMENT | INTENTIONAL WEALTH ADVISORS, LLC | BOSTON RETIREMENT ADVISORS | BECK BODE WEALTH MANAGEMENT, LLC | BECK BODE WEALTH MANAGEMENT

CRD#: 282611 / SEC#: 801-107188

RIA
Registered Investment Advisory firm - (1/27/2016 Approved)
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Contact information

Main Address
858 Washington Street Suite 100, Dedham, MA 02026
Mailing Address
Phone number
(617) 209-2224
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (23 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BECK BODE LLC PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,544
AUM (Assets Under Management)$ 615,926,726

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.

Company Information

BECK BODE LLC

BECK BODE LLC

CRD#: 282611Traverse City, MI 49684-6723

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Contact information

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