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Beth Lynae Price

Beck Bode LLC

Traverse City, MI

Dedham, MA

CRD 7012434

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Employer firm

Beck Bode LLC CRD 282611

$666M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars
  • FINANCIAL CONSULTING AND TAX SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Beck Bode Llc

858 Washington Street Suite 100, Dedham, MA 02026 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-06-18
MI RA APPROVED 2025-06-05
  • MA RA
    APPROVED
    Since 2025-06-18
  • MI RA
    APPROVED
    Since 2025-06-05

Branch Locations

4110 Copper Ridge Dr #235, Traverse City, MI 49684 • United States

858 Washington Street Suite 100, Dedham, MA 02026 • 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
Beck Bode Llc Traverse City MI 09/2022 Present
Intentional Wealth Advisors Traverse City MI 09/2018 09/2022
Traverse City Christian School Traverse City MI 09/2008 09/2018
  • 09/2022 → Present
    Beck Bode Llc
    Traverse City, MI
  • 09/2018 → 09/2022
    Intentional Wealth Advisors
    Traverse City, MI
  • 09/2008 → 09/2018
    Traverse City Christian School
    Traverse City, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-05
  • S65 Uniform Investment Adviser Law Examination
    2025-06-05
Other Names
  • Beth Lynae Holleman

View on SEC IAPD

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