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Claire Elizabeth Beck

Creative Planning

Eau Claire, WI

Overland Park, KS

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-10-04
  • WI RA
    APPROVED
    Since 2022-10-04

Branch Locations

4890 Owen Ayers Court Suite 200, Eau Claire, WI 54701 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • 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
OrganizationCityStateFromTo
Walmart Distribution Center 6025 Menomonie WI 09/2019 10/2020
Del Bar Inc Lake Delton WI 05/2008 10/2019
University Of Wisconsin Stout Menomonie WI 09/2017 11/2019
Northwestern Mutual Life Insurance Company Altoona WI 10/2020 03/2021
Northwestern Mutual Investment Services Llc Altoona WI 10/2020 03/2021
Wipfli Financial Advisors, Llc Eau Claire WI 06/2021 09/2022
Creative Planning, Llc Eau Claire WI 10/2022 Present
  • 09/2019 → 10/2020
    Walmart Distribution Center 6025
    Menomonie, WI
  • 05/2008 → 10/2019
    Del Bar Inc
    Lake Delton, WI
  • 09/2017 → 11/2019
    University Of Wisconsin Stout
    Menomonie, WI
  • 10/2020 → 03/2021
    Northwestern Mutual Life Insurance Company
    Altoona, WI
  • 10/2020 → 03/2021
    Northwestern Mutual Investment Services Llc
    Altoona, WI
  • 06/2021 → 09/2022
    Wipfli Financial Advisors, Llc
    Eau Claire, WI
  • 10/2022 → Present
    Creative Planning, Llc
    Eau Claire, WI
Previous Registrations
  • 2022-02-05 → 2022-10-12
    Wipfli Financial Advisors, Llc
    Milwaukee, WI
    Eau Claire, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-05
  • S65 Uniform Investment Adviser Law Examination
    2022-02-05
Designations
Other Names
  • Claire E Peterson
  • Claire Elizabeth Peterson

View on SEC IAPD

Other Firms

LASALLE ST. INVESTMENT ADVISORS, L.L.C.
NICOLET WEALTH MANAGEMENT
OSAIC WEALTH, INC.
EDWARD JONES
RJ HILL'S FINANCIAL SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
CAPITAL COORDINATORS COMPANY

Other Investors

THOMAS WILLIAM LIND
JON H WOO
IZABEL MARIE NORMAND
MITCHELL TODD SINZ
Timothy Edward Owen
MARLEEN KAY THUDIUM
Sean Matthew Steward
Mark Joseph Bauer

Other Offices

LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Eau CLAIRE, WI
NICOLET WEALTH MANAGEMENT · Eau Claire, WI
OSAIC WEALTH, INC. · Eau Claire, WI
EDWARD JONES · EAU CLAIRE, WI
RJ HILL'S FINANCIAL SERVICES, LLC · EAU CLAIRE, WI
U.S. BANCORP ADVISORS, LLC · Eau Claire, WI
CETERA INVESTMENT ADVISERS LLC · EAU CLAIRE, WI
EDWARD JONES · EAU CLAIRE, WI

More in Eau Claire, WI

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