Tammy Stoerkel is a registered investment advisor at Beck Bode LLC, based in Traverse City, MI, with 22 years of industry experience. Tammy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 979 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Fees are charged at an annual rate not to exceed 3.0%, negotiated between the client and representative, and paid quarterly in advance.
Fee Estimator
Location
4110 Copper Ridge Dr #235, Traverse City, MI, 49684-6723
Get directionsHistory
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 Activities
Tammy is a sales consultant for Mary Kay, dedicating about 10-20% of her time. She also uses Intentional Wealth Advisors, LLC as a DBA for her LPL business, dedicating the majority of her time to this.
Employment History
Current Registrations
Beck Bode LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
The Huntington Investment CompanyBroker
State Registrations1 state
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
More Advisors
- Carey Tafelsky, CFPOld Mission Investment Company, LLC
- James Aukerman, CFP, PFS
- Claudia Rodriguez, CFPFalcon Wealth Planning, LLC
- Mark Folgmann, ChFCBollin Wealth Management, LLC
- Harold Jandreski, CFPRaymond James & Associates, INC.
- Benjamin Watts, CFPWells Fargo Advisors