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Karen Anne O'DOnoghue

Beck Bode LLC

Portsmouth, NH

Dedham, MA

CRD 5855773

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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
NH RA APPROVED 2022-12-14
  • NH RA
    APPROVED
    Since 2022-12-14

Branch Locations

110 Chapel St., Portsmouth, NH 03801 • 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
Wells Fargo Advisors Financial Network, Llc Portsmouth NH 06/2011 05/2017
Compass Rose Investments, Llc Portsmouth NH 06/2011 Present
Beck Bode Dedham MA 07/2021 Present
Previous Registrations
  • 2023-03-29 → 2023-12-18
    Compass Rose Private Investment Management
    Portsmouth, NH
  • 2017-05-23 → 2022-12-31
    Compass Rose Private Investment Management
    Portsmouth, NH
  • 2012-05-01 → 2017-05-24
    Portsmouth, NH
Other Businesses

Karen Ann O'Donoghue is an independent licensed insurance agent.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-04-30
  • S66 Uniform Combined State Law Examination
    2012-04-30
Other Names
  • Karen Anne Marcano
  • Karen Anne Odonoghue

View on SEC IAPD

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