Steven Beck
Steven Beck is a registered investment advisor at Osaic Wealth, INC., based in Oklahoma City, OK, with 35 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
5600 N May Avenue, Suite 190, Oklahoma City, OK, 73112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is a partner/owner in Cedar Crest RV Park and owns 50% of Max Properties, LLC and Cedar & Spurs, LLC. He also works as an insurance producer offering various insurance products and is a Registered Representative & Insurance Agent for Eternal Wealth Management, spending nearly full-time on these activities.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
St. Bernard Financial Services, INC.Broker
Jackson National Life Distributors LLCBroker
Allianz Life Financial Services, LLCBroker
John Hancock Distributors LLCBroker
Nationwide Investment Services CorporationBroker
Essex National Securities, INC.Broker
Umb Scout Brokerage Services, INC.Broker
Boatmen's Investment Services, INC.Broker
Market Street Securities, INC.Broker
Boatmen's Investment Services, INC.Broker
Fidelity Brokerage Services, INC.Broker
American Express Financial Advisors INC.Broker
Pruco Securities CorporationBroker
State Registrations28 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.