Lance Robert Beckman

Current Employers

Clearwealth

Burlington, IA • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2024-08-13
IA	RA	APPROVED	2019-01-09

IL RA
APPROVED

Since 2024-08-13
IA RA
APPROVED

Since 2019-01-09

Branch Locations

Burlington, IA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Northwestern Mutual Investment Services, Llc	Coralville	IA	10/2013	Present
Northwestern Mutual Life Insurance Company	Milwaukee	WI	01/2013	Present
Northwestern Mutual Wealth Management Company	Milwaukee	WI	01/2016	Present

10/2013 → Present

Northwestern Mutual Investment Services, Llc

Coralville, IA
01/2013 → Present

Northwestern Mutual Life Insurance Company

Milwaukee, WI
01/2016 → Present

Northwestern Mutual Wealth Management Company

Milwaukee, WI

Previous Registrations

2014-07-18 → 2019-01-15

Northwestern Mutual Investment Services, Llc

Coralville, IA

Burlington, IA

Coralville, IA

Other Businesses

REF HIGH SCHOOL FOOTBALL, 4371 YORK PLACE, IOWA CITY, , IOWA, 52245, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 9/1/2017, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, REF HIGH SCHOOL FOOTBALL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-07-15
S63	Uniform Securities Agent State Law Examination	2013-12-03

S65 Uniform Investment Adviser Law Examination

2014-07-15
S63 Uniform Securities Agent State Law Examination

2013-12-03

Designations

View on SEC IAPD