Jeffrey
Beebe

G. A. Repple & Company

CRD#4648004
Investment Advisor
in Traverse City, MI

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About this Advisor

Jeffrey Beebe is a financial advisor based in Traverse City, Michigan, working with G. A. Repple & Company. Jeffrey has previously held positions at G.A. Repple & Company, Christian Family Financial, Prout Financial Design, and Old Mission Windows. Jeffrey has passed the Series 66 regulatory exam and is registered to provide services in Arizona, California, Florida, Indiana, Michigan, and Ohio. Currently, Jeffrey is part of G. A. Repple & Company, which operates out of Traverse City, Michigan. The firm has 23 offices and 68 employees. The firm manages assets totaling $612.9 million and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at G. A. Repple & Company includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

107 Cass Street Ste D
Traverse City, MI 49684

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G. A. Repple & Company Brokerage Details

Total Assets Under Management

$612,869,194

MI Average: $1,855,561,029
Total Number of Employees

68

MI Average: 62
Total Number of Accounts

3,487

MI Average: 2,474
Average Account Size

$175,758

MI Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jeffrey Beebe Work History

2015 - Present (9 years)

G.A. Repple & Company

2015 - Present (9 years)

Christian Family Financial

2014 - 2015 (1 year)

Old Mission Windows

2003 - 2014 (11 years)

Prout Financial Design

Disclosures

Please visit the SEC profile of Jeffrey Beebe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at G. A. Repple & Company

Brent Jackson
Dayton, OH
Jason Mac Dowall
Casselberry, FL
Linden Gould
Casselberry, FL
Timothy Moyer
Casselberry, FL
Steven Prawl
Saint Petersburg, FL
Jacob Pryor
Casselberry, FL
Neal Engwall
Saint Petersburg, FL
Robert Ivey
Casselberry, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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