Breanna Beck, Cfp®

Breanna Beck, Cfp® Email and Phone Number

Financial Planner/ Wealth Advisor at Avior @ Avior Wealth Management, LLC
Breanna Beck, Cfp®'s Location
Columbus, Ohio Metropolitan Area, United States, United States
Breanna Beck, Cfp®'s Contact Details

Breanna Beck, Cfp® personal email

Breanna Beck, Cfp® phone numbers

About Breanna Beck, Cfp®

Avior Wealth Management, LLC is a SEC registered investment advisor. Investment management and financial planning are offered through Avior.

Breanna Beck, Cfp®'s Current Company Details
Avior Wealth Management, LLC

Avior Wealth Management, Llc

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Financial Planner/ Wealth Advisor at Avior
Breanna Beck, Cfp® Work Experience Details
  • Avior Wealth Management, Llc
    Financial Planner/ Wealth Advisor
    Avior Wealth Management, Llc Apr 2024 - Present
    Omaha, Nebraska, Us
  • Fullen Financial Group, Inc.
    Senior Associate Financial Advisor
    Fullen Financial Group, Inc. Jun 2022 - Apr 2024
    Columbus, Ohio, Us
  • Fullen Financial Group, Inc.
    Associate Financial Advisor
    Fullen Financial Group, Inc. Jun 2019 - Jun 2022
    Columbus, Ohio, Us
  • The Ohio State University
    President Of The Financial Planning Association
    The Ohio State University May 2018 - May 2019
    Columbus, Ohio, Us
  • Ameriprise Financial Services, Inc.
    Intern
    Ameriprise Financial Services, Inc. May 2018 - Dec 2018
    Minneapolis, Mn, Us
  • Ck Technologies, Llc
    Finance Intern
    Ck Technologies, Llc May 2017 - Aug 2017
    Montpelier, Ohio, Us
    • Prepared monthly expense variances and explanations.• Assisted with month-end financial reports• Compiled financial reports pertaining to expenditures and profit and loss.• Performed complex accounting functions, including detailed preparation of journal entries • Assisted with account payables and receivables
  • Winzeler Stamping Company
    Intern
    Winzeler Stamping Company Feb 2015 - May 2017
    Montpelier, Oh, Us

Breanna Beck, Cfp® Education Details

  • The Ohio State University
    The Ohio State University
    Bachelor Of Science - Bs

Frequently Asked Questions about Breanna Beck, Cfp®

What company does Breanna Beck, Cfp® work for?

Breanna Beck, Cfp® works for Avior Wealth Management, Llc

What is Breanna Beck, Cfp®'s role at the current company?

Breanna Beck, Cfp®'s current role is Financial Planner/ Wealth Advisor at Avior.

What is Breanna Beck, Cfp®'s email address?

Breanna Beck, Cfp®'s email address is br****@****hoo.com

What is Breanna Beck, Cfp®'s direct phone number?

Breanna Beck, Cfp®'s direct phone number is +141948*****

What schools did Breanna Beck, Cfp® attend?

Breanna Beck, Cfp® attended The Ohio State University.

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