Karen Anne O'donoghue

Beck Bode LLC

13 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching

Beck Bode LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

15 advisors

Number of Clients

1,004 clients

Average Client Portfolio

$613K average

Assets Under Management

$615.9M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Location

110 Chapel St., Portsmouth, NH, 03801

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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.

Other Business ActivitiesSells Insurance

Karen is an independent licensed insurance agent.

Employment History

Current Registrations

Beck Bode LLC

December 2022 - Present · 3 yrs 2 mos

Previous Registrations

Compass Rose Private Investment Management

March 2023 - December 2023 · 9 mos

Compass Rose Private Investment Management

May 2017 - December 2022 · 5 yrs 7 mos

Wells Fargo Advisors Financial Network, LLC

May 2012 - May 2017 · 5 yrs

Wells Fargo Advisors Financial Network, LLCBroker

December 2011 - May 2017 · 5 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.