Mary Colleen Beseke

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1996 → Present
  United Brokerage Services
  Minneapolis, MN
• 07/1996 → Present
  Aag Securities, Inc.
  Cincinnati, OH
• 08/2010 → Present
  Lincoln Investment
  Minneapolis, MN
• 01/2013 → Present
  Bryan Ventures, Inc.
  Chisago City, MN

Other Businesses

SURVEY REQUESTS POSITION: Survey Participant NATURE: Responding to various surveys INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2019 ADDRESS: Various Emails, STE 430, Minneapolis MN 55447, United States DESCRIPTION: I receive emails from multiple companies requesting participation in a survey I would like to participate in. UNITED BROKERAGE SERVICES, INC POSITION: VP Marketing NATURE: Insurance Services National Insurance Marketing Organization INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 140 START DATE: 07/23/1996 ADDRESS: 3030 Harbor Ln N, STE 140, Minneapolis MN 55447, United States DESCRIPTION: I am contracted under United Brokerages contracts with the following insurance companies for annuity and life sales: Allianz, American National, Annuity Investors, Athene, F&G, MassMutual Ascend, Clear Spring, Venerable, LSW, National Guardian, North American, Phoenix, Sentinel Life, American Equity, Oceanview, Catholic Financial, and Athene. Unless product is a fixed Index Annuity, most of the commissions from these sales are paid direct from the insurance companies. In addition to individual client sales, I work as a recruiter and marketer contracting other representatives to sell with United Brokerage Services. I provide case development and marketing assistance to these reps.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-11-06

Designations

• Certified Financial Planner

Other Names

• Mary Colleen Lefaive