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CFP
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CFP

Tobias Beck

Wells Fargo Advisors
27 Years of Experience
Lake Oswego, OR
Broker
View SEC Summary
View SEC Summary

Tobias Beck is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Lake Oswego, OR, with 27 years of industry experience. Tobias is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5885 Meadows Road, Ste 125, Lake Oswego, OR, 97035

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Tobias has a 20% ownership in Willamette Cascade Wealth Management, LLC and 100% ownership in ADDIB Holdings. These activities are investment-related and take up nearly full-time hours.

Employment History
Current Registrations
Wells Fargo Advisors
March 2023 - Present · 3 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
March 2023 - March 2023 · 0 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - March 2023 · 12 yrs 2 mos
Wells Fargo Clearing Services, LLC
January 2011 - March 2023 · 12 yrs 2 mos
Wells Fargo Investments, LLC
September 2009 - January 2011 · 1 yr 4 mos
Wells Fargo Investments, LLCBroker
September 2009 - January 2011 · 1 yr 4 mos
Chase Investment Services CORP.Broker
May 2009 - September 2009 · 4 mos
Chase Investment Services CORP.
May 2009 - September 2009 · 4 mos
Wamu Investments, INC.
December 2006 - May 2009 · 2 yrs 5 mos
Wamu Investments, INC.Broker
December 2006 - May 2009 · 2 yrs 5 mos
Phillips & Company Securities INC.
June 2005 - December 2006 · 1 yr 6 mos
Phillips & Company Securities INC.Broker
April 1999 - December 2006 · 7 yrs 8 mos
State Registrations24 states
AKAZCACOFLHIIDILINMAMIMNNCNHNVNYORPASCTNTXVTWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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