Mary Beseke
Mary Beseke is a CFP-designated registered investment advisor at Capital Analysts, based in Minneapolis, MN, with 33 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
10700 Old Country Road 15, Suite 300, Minneapolis, MN, 55441
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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
Mary participates in various surveys, dedicating minimal time to this activity. She also works nearly full-time as VP of Marketing at United Brokerage Services, where she is contracted with multiple insurance companies for annuity and life sales, and recruits/assists other representatives.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Great American Advisors, INC.Broker
Washington Square Securities, INC.Broker
Reliastar Financial Marketing CORP.Broker
R.J. Steichen & CompanyBroker
Reliastar Financial Marketing CORP.Broker
State Registrations10 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.