Bruce H. Beckett

MY FINANCIAL COACH

Midland, MI 48642

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CRD#: 6867322

Professional summary

Bruce Hallen Beckett, who also goes by Bruce Beckett, is a registered financial advisor currently at MY FINANCIAL COACH, LLC located in Midland, Michigan.

Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Bruce has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bruce Beckett

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.

Parkcrest Development, LC. Owner 50%/50% with wife. Commercial property rental. 1 hour/week. Commission $0 Kamali'i, LLC. Owner 50%/50% with wife. Childcare preschool and daycare center. 1 hour/week. Commission $0 Jon Squires Enterprises, LLC. Owner 50%/50% with brother in law. Commercial property rental. 1 hour/month. Commission $0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Hallen Beckett'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®

None

Experience

Current

January 3, 2018 - Present

MY FINANCIAL COACH, LLC

Office #1: 3320 Ridgecrest Road Suite 300, Midland, MI 48642

RIA

CRD#: 290344

Midland, MI

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

Hawaii
(2/23/2018)

IAR

Michigan
(1/3/2018)

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: 9/7/2017

Uniform Investment Adviser Law Examination

Current Firm

MY FINANCIAL COACH, LLC

CRD#: 290344 / SEC#:

Colorado

Registered Investment Advisory firm - (12/16/2024 Terminated)

Florida

Registered Investment Advisory firm - (12/11/2024 Terminated)

Georgia

Registered Investment Advisory firm - (12/13/2024 Terminated)

Hawaii

Registered Investment Advisory firm - (2/16/2018 Approved)

Louisiana

Registered Investment Advisory firm - (12/11/2024 Terminated)

Michigan

Registered Investment Advisory firm - (1/3/2018 Approved)

North Carolina

Registered Investment Advisory firm - (12/17/2024 Terminated)

Texas

Registered Investment Advisory firm - (12/11/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

3320 Ridgecrest Road Suite 300, Midland, MI 48642

Mailing Address

Phone number

(989) 239-5189

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	344
AUM (Assets Under Management)	$ 45,091,525

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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Bruce H. Beckett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Hallen Beckett's CRS (Customer Relationship Summary).

Certified licenses

Experience

MY FINANCIAL COACH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/7/2017

Current Firm

MY FINANCIAL COACH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MY FINANCIAL COACH, LLC

TRUST BUT VERIFY

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