Robert
Beseke

Belpointe Asset Management LLC

CRD#4195168
Investment Advisor
in Reno, NV

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About this Advisor

Robert Beseke is a financial advisor based in Reno, Nevada, working with Belpointe Asset Management LLC. Robert has previously held positions at Mml Investors Services, LLC, Massachusetts Mutual Life Insurance Company, Belpointe Asset Management, LLC, Freedom Wealth Alliance, Metropolitan Life Ins Co, Metlife Securities, Inc, and Sage Point. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Robert is part of Belpointe Asset Management LLC, which operates out of Reno, Nevada. The firm has 95 offices and 215 employees. The firm manages assets totaling $4.3 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, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Belpointe Asset Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

500 Damonte Ranch Parkway Building 700, Unit 700
Reno, NV 89521

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Belpointe Asset Management LLC Brokerage Details

Total Assets Under Management

$4,300,001,521

NV Average: $664,206,839
Total Number of Employees

215

NV Average: 10
Total Number of Accounts

22,446

NV Average: 1,698
Average Account Size

$191,571

NV Average: $391,170

Investment Advisory Services

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

Robert Beseke Work History

2022 - Present (2 years)

Belpointe Asset Management, LLC

2022 - 2022 (< 1 year)

Freedom Wealth Alliance

2018 - 2022 (4 years)

Sage Point

2017 - 2018 (1 year)

Mml Investors Services, LLC

2016 - 2018 (2 years)

Massachusetts Mutual Life Insurance Company

2000 - 2017 (17 years)

Metropolitan Life Ins Co

2000 - 2017 (17 years)

Metlife Securities, Inc

Disclosures

Please visit the SEC profile of Robert Beseke 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 Belpointe Asset Management LLC

Garrett Devine
Beverly Hills, CA
Kurt Zipp
Reno, NV
Mitchell Weiman
Reno, NV
Michael Hindman
Jacksonville, AL
Jesus Torres
Hutchins, TX
Paul Lewis
Champaign, IL
Hugh Halsey
Merritt Island, 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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