Luann
Becker
365 Wealth Management Group
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About this Advisor
Luann Becker is a financial advisor based in Mason, Ohio, working with 365 Wealth Management Group. Luann has previously held positions at 365 Wealth Management Group, UBS Financial Services Inc, and Wells Fargo Advisors Financial Network, LLC. Luann has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Luann is part of 365 Wealth Management Group, which operates out of Mason, Ohio. The firm has 1 office and 8 employees. The firm manages assets totaling $150.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at 365 Wealth Management Group includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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365 Wealth Management Group Brokerage Details
$150,014,103
8
909
$165,032
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Luann Becker Work History
365 Wealth Management Group
Wells Fargo Advisors Financial Network, LLC
Ubs Financial Services Inc
Disclosures
Please visit the SEC profile of Luann Becker 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 365 Wealth Management Group
Mason, OH
Mason, OH
Mason, OH
Mason, OH
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