Nathan D. Beck

GO INVEST LLC

West Jordan, UT 84088

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CRD#: 6894329

Professional summary

Nathan Donald Beck is a registered financial advisor currently at GO INVEST LLC located in West Jordan, Utah.

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

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.

(1) 2014-Present: VeroDynamic LLC/Not investment related/West Jordan, UT/Chief Technology Officer/Information systems management firm/Involves up to 90% time during traditional business hours each month.//(2) 2015-ProShare International/Not investment related/West Jordan, UT/E-commerce consulting firm/Chief Technology Officer/Involves five percent time during traditional business hours each month.//(3) 2016-Present: Udder Joy Creamery/Not investment related/Board member/Food truck business/Involves five percent time during and after traditional business hours each month.//

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Donald Beck'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

May 9, 2018 - Present

GO INVEST LLC

Office #1: 8427 S. Old Bingham Hwy Suite A, West Jordan, UT 84088

RIA

CRD#: 291884

West Jordan, UT

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".

GO INVEST LLC

401GO | GO INVEST LLC | BECKRUSH LLC

CRD#: 291884 / SEC#: 801-112971

RIA

Registered Investment Advisory firm - (4/27/2018 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

Utah
(5/9/2018)

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: 2/3/2018

Uniform Investment Adviser Law Examination

Current Firm

GO INVEST LLC

401GO | GO INVEST LLC | BECKRUSH LLC

CRD#: 291884 / SEC#: 801-112971

RIA

Registered Investment Advisory firm - (4/27/2018 Approved)

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Contact information

Main Address

8427 S. Old Bingham Hwy Suite A, West Jordan, UT 84088

Mailing Address

Phone number

(801) 614-4914

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (48 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GO INVEST LLC - ADV PART 2 (3/20/2025)

Regulatory assets under management

Total Number of Accounts	18,497
AUM (Assets Under Management)	$ 420,884,316

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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Nathan D. Beck

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Donald Beck's CRS (Customer Relationship Summary).

Certified licenses

Experience

GO INVEST LLC

Primary Firm SEC Registration

GO INVEST LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/3/2018

Current Firm

GO INVEST LLC

Contact information

SEC notice filing (48 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GO INVEST LLC

TRUST BUT VERIFY

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