Todd H. Beckmann
KESTRA ADVISORY SERVICES
Santee, CA
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CRD#: 5791964
Professional summary
Todd Henry Beckmann, CFP® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Santee, California and KESTRA INVESTMENT SERVICES, LLC located in San Diego, California.
Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Todd has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor representative Start Date: 4/30/2018 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: To provide investment Advisory Services Business Name: WELL-TRAVELED WEALTH POSITION: Registered Rep NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 04/30/2018 ADDRESS: 4455 Murphy Canyon Rd. Suite 100, San Diego CA 92123, United States DESCRIPTION: manage day to day operations. Meet with clients and manage assets Business Name: Weston Home Owner's Association Investment Related: No Address: 5473 Kearny Villa Rd. Suite 200 San Diego CA 92123 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board Member - Treasurer Start Date: 3/4/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I will be responsible to attend meetings every other month. I will be voting on issues pertaining to the community. As treasurer, I will be reviewing the monthly financials that are prepared by the HOA's management company. RENTAL PROPERTY POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/28/2022 ADDRESS: 43865 Mendocino Dr., Big Bear Lake CA 92315, United States DESCRIPTION: To manage the property and bookings
CRS (Client Relationship Summary) - RIA
Click below to view Todd Henry Beckmann's 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®
Start date: 2020
Experience
Current
April 30, 2018 - Present
KESTRA ADVISORY SERVICES, LLC
Office #2: 9191 Towne Centre Drive Suite 575, San Diego, CA 92122RIA
CRD#: 283330
Santee, CA
Current
April 30, 2018 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 9191 Towne Centre Drive Suite 370, San Diego, CA 92122BD
CRD#: 42046
San Diego, CA
Past
January 14, 2014 - May 2, 2018
FORESTERS ADVISORY SERVICES, LLC
RIA
CRD#: 164663
SAN DIEGO, CA
Past
May 24, 2010 - May 2, 2018
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
SAN DIEGO, CA
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(4/30/2018)
RR
California(4/30/2018)
IAR
California(5/1/2018)
RR
Colorado(4/30/2018)
RR
Connecticut(5/3/2024)
RR
Massachusetts(10/7/2019)
RR
Nevada(5/25/2018)
RR
New Jersey(5/27/2022)
RR
North Carolina(7/12/2023)
RR
Pennsylvania(4/30/2018)
RR
Tennessee(9/25/2025)
RR
Texas(4/30/2018)
IAR
Texas(4/30/2018)
RR
Washington(9/20/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
