Michael Becker (CRD# 6761484) is an Investment Advisor Representative working at Toberman Becker Wealth, LLC in Saint Louis, MO and has over 6 years of experience in the finance industry. Michael Becker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Toberman Becker Wealth LLC | St. Louis, MO | Jan 2024 - Current | < 1 |
Hightower | Chicago, IL | Mar 2019 - Jan 2024 | 4 |
Mass Mutual Life Insurance Co | Chesterfield, MO | Jun 2018 - Jan 2024 | 5 |
Mml Investors Services, LLC | Chesterfield, MO | Jul 2018 - Mar 2019 | < 1 |
Stifel Nicolaus | Saint Louis, MO | Feb 2017 - Jun 2018 | 1 |
Stifel, Nicolaus & Company, Incorporated | Saint Louis, MO | Feb 2017 - Jun 2018 | 1 |
The St. Louis Trust Company | Saint Louis, MO | Jan 2015 - Feb 2017 | 2 |
The University Of Missouri | Columbia, MO | Aug 2011 - Dec 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2017 |
- IL
- MO
- TX
-
Total Assets Under Management54MILLIONS
-
Total Number of Accounts224ACCOUNTS
-
Average Account Value$242,971
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
IL, MO, TX
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