Timothy
Stelling

H. Beck, Inc

CRD#2536700
Investment Advisor
in Seattle, WA

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About this Advisor

Timothy Stelling is a financial advisor who works out of Seattle, Washington, with nine years of professional experience. Stelling works at H. Beck, Inc. Over the course of their career, Stelling has held roles at H. Beck, Inc and Woodbury Financial Services. Stelling has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Washington. H. Beck, Inc is an advisory firm headquartered in Seattle, Washington. The investment advisory business has offices in 426 locations and a total of 410 people on staff. It oversees $1 billion in total assets between its 6,066 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 11 charities and foundations. Of its 6,066 accounts, just 9% are held by high-net-worth investors who have at least $1 million in assets. H. Beck, Inc offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules depend on which services are offered. However, fees charged by H. Beck, Inc can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

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

Disclosures

No

Office Location

Seattle, WA

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H. Beck, Inc Brokerage Details

Total Assets Under Management

$1,332,188,797

WA Average: $6,889,882,315
Total Number of Employees

410

WA Average: 45
Total Number of Accounts

6,066

WA Average: 765
Average Account Size

$219,616

WA Average: $9,006,382

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Investment Advisory Services

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

Timothy Stelling Work History

Timothy has 10 years of experience.

2012 - Present (8 years)

H. Beck, Inc

2010 - 2012 (2 years)

Woodbury Financial Services

Disclosures

Timothy Stelling has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at H. Beck, Inc

Robert Gills
Thurmont, MD
Scott Nowak
Franklin, WI
Timothy Stelling
Seattle, WA
Laraine Mccoy
Dublin, OH
Chad Beck
West Covina, CA
Mark Miller
South Jordan, UT
Philip Pasho
Sarasata, FL
Estevan Botello
West Covina, CA

This content was compiled from the SEC and FINRA.

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