Spencer
Beckmann
Wintrust Investments LLC
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About this Advisor
Spencer Beckmann is a financial advisor based in Belleville, Illinois, working with Wintrust Investments LLC. Spencer has previously held positions at Probuild Inc, Rea Electric, Tdk Consulting, Eastern Illinois University, and Fcb Banks. Spencer has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Spencer is part of Wintrust Investments LLC, which operates out of Belleville, Illinois. The firm has 78 offices and 178 employees. The firm manages assets totaling $14.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Wintrust Investments LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wintrust Investments LLC Brokerage Details
$14,417,827,726
178
10,969
$1,314,416
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Spencer Beckmann Work History
Fcb Banks
Probuild Inc
Rea Electric
Tdk Consulting
Eastern Illinois University
Disclosures
Please visit the SEC profile of Spencer Beckmann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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