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Andrew Charles Beck

Cbiz Investment Advisory Services, LLC

Minneapolis, MN

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Current Employers
Cbiz Investment Advisory Services, Llc

5959 Rockside Woods Blvd N Suite 600, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-02-06
  • MN RA
    APPROVED
    Since 2024-02-06

Branch Locations

222 S 9Th Street Suite 1000, Minneapolis, MN 55402 • 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
Cbiz Brooklyn Center MN 01/2013 12/2020
Cbiz Minneapolis MN 01/2021 02/2024
Cbiz Ias Minneapolis MN 02/2024 Present
  • 01/2013 → 12/2020
    Cbiz
    Brooklyn Center, MN
  • 01/2021 → 02/2024
    Cbiz
    Minneapolis, MN
  • 02/2024 → Present
    Cbiz Ias
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-06
  • S65 Uniform Investment Adviser Law Examination
    2024-02-06

View on SEC IAPD

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