Steffen Michael Beck

Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

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

Current Employers

Advisory Services Network

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2023-11-14

FL RA
APPROVED

Since 2023-11-14

Branch Locations

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Tampa, FL • 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
Raymond James & Associates, Inc	Saint Petersburg	FL	09/2015	11/2017
Foreside Fund Services, Llc	Tampa	FL	11/2017	11/2023
Kopernik Global Investors, Llc	Tampa	FL	12/2017	11/2023
Asn / Zhu Wealth Management	Tampa	FL	11/2023	Present

09/2015 → 11/2017

Raymond James & Associates, Inc

Saint Petersburg, FL
11/2017 → 11/2023

Foreside Fund Services, Llc

Tampa, FL
12/2017 → 11/2023

Kopernik Global Investors, Llc

Tampa, FL
11/2023 → Present

Asn / Zhu Wealth Management

Tampa, FL

Other Businesses

Frances LLC; Tampa, FL; Investment Related - Yes; Started 09/2021; Real Estate; Manager; 1 hour per month with 0 hours during securities trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-09-06
S63	Uniform Securities Agent State Law Examination	2018-02-08

S65 Uniform Investment Adviser Law Examination

2023-09-06
S63 Uniform Securities Agent State Law Examination

2018-02-08

View on SEC IAPD