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David Beemer Email & Phone Number
Owner - 1st Step Financial (Investments since 1999)
at
Osaic
1 work email found
@cox.net
2 phones found area 757
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Owner - 1st Step Financial (Investments since 1999)
Location
Bath, Maine, United States
Company size
Who is David Beemer? Overview
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Quick answer
David Beemer is listed as Owner - 1st Step Financial (Investments since 1999) at Osaic, a company with 2395 employees, based in Bath, Maine, United States. AeroLeads shows a work email signal at cox.net, phone signal with area code 757, and a matched LinkedIn profile for David Beemer.
David Beemer previously worked as Registered Representative & Investment Advisor at Osaic and Owner at 1St Step Financial. David Beemer holds Bs, Physical Science from United States Naval Academy.
Company email context
Email format at Osaic
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{first}{last}@cox.net
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AeroLeads found 1 current-domain work email signal for David Beemer. Compare company email patterns before reaching out.
Profile bio
About David Beemer
My Mission Statement: To help middle class Americans safeguard their families, get out of debt and educate their children while developing a comprehensive financial plan for retirement. Born and raised in Minnesota, I graduated from the U.S. Naval Academy in 1987 and served in the surface navy for eight years. I completed my MBA in 1995 and after being shown a handful of basic financial concepts I decided to take the "Lump Sump Buyout" and resign my commission to work in the financial field to help others understand basic financial concepts.After seven years of training and I left my first company in 1999 and started 1st Step Financial. In 2000 I added mortgages which I discontinued at the end of 2022.I enjoy my blog "fishfear.blogspot.com", ocean fishing, offshore sailing, gardening, stargazing, hiking with my wife and building and flying experimental airplanes. I earned my private pilots license in 2006 and my instrument rating in 2010. For years I've enjoy flying up and down the East Coast in the clouds. In 2019 I became a Vans RV-9A test pilot and completed the required 40 hour phase one testing for an older builder who lost his medical and thus his ability to fly. Shortly after finishing his flight testing I decided to build my own RV-14A.I’m the very proud father of two wonderful daughters. The oldest graduated with honors from VMI and is now an Army Major stationed at "The Box" in California. She wants to be an astronaut and dreams of living on Mars. My youngest graduated with honors from Virginia Tech and has gravitated to industrial sales. She finished a Masters in International Relations at the University of Linköping, Sweden and currently is helping a established construction company create the sales team for industrial solar energy installations. For years she's been helping to solve the world's energy needs and lives in Virginia Beach, VA.
Listed skills include Mutual Funds, Term Life Insurance, Residential Mortgages, Retirement Planning, and 7 others.
Current workplace
David Beemer's current company
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Osaic
9 roles
David Beemer work experience
A career timeline built from the work history available for this profile.
Registered Representative & Investment Advisor
CurrentCRD #2425533 (www.brokercheck.finra.org)Securities offered through Osaic Wealth, Inc.Advisory services offered through Osaic Wealth Advisors, Inc.Member FINRA (www.finra.org) / SIPC (www.sipc.org)Osaic Wealth is not affiliated with any other named entityThe third-party comments displayed are not verified, may not be accurate and are not necessarily.
Jun 2024 - Present
Owner
Current
1St Step Financial
NPN 1033968 (National Insurance Producer Registry - www.nipr.com) I started selling term insurance and mutual funds part-time in 1993. I registered 1st Step Financial with the Commonwealth of Virginia in 1999 and with the state of Maine in 2015. I have been helping families in Hampton Roads and Bath, Maine with money matters ever since.My mission is to.
Jan 1999 - Present
Registered Representative & Investment Advisor
CRD #2425533 (www.brokercheck.finra.org)Securities offered through Securities America, Inc.Advisory services offered through Securities American Advisors, Inc.Member FINRA (www.finra.org) / SIPC (www.sipc.org)Securities America is not affiliated with any other named entityThe third-party comments displayed are not verified, may not be accurate and are not.
Dec 2012 - Jun 2024
Loan Officer
NMLS #186297Mortgages offered through Colonial Mortgage GroupNMLS #70452 (www.nmlsconsumeraccess.org)Virginia State Corporation Commission License #MC5185 & MLO-7184VAVirginia Loan Officer License #2657VAHelping clients purchase or refinance their home isn't rocket science, but rarely does the process go so smoothly that clients don't need help. Our.
Jan 2009 - Dec 2022
Registered Representative
I was a registered representative (RR) with Investors Security Company until Securities America purchased them December 7th, 2012.
Jan 1999 - Dec 2012
Treasurer & Campaign Manager
Sandlin For Congress
Formed "Jessica Sandlin for Congress Committee" and as Treasurer complied with all Federal Campaign finance laws. As Campaign Manager I coordinated the development of all marketing and campaign materials including signs, bumper sticker, ads, website and brochures. Working with the candidate on a daily basis, I helped craft the campaign's message and.
Dec 2009 - Jul 2010
Loan Officer
I was an independent loan officer with Carteret Mortgage which closed its doors in 2008. It was a massive mortgage broker producing more than $4 billion in loans a year, but the company didn't survive the mortgage industry collapse.
Oct 2002 - Oct 2008
Naval Officer
My first ship was the USS Robert E. Peary, FF-1073 based out of Pearl Harbor, Hawaii. I was the 1st LT, Auxiliary & Electrical (A/E) officer, Main Propulsion Assistant (MPA) and served as acting Chief Engineer. I qualified as a Surface Warfare Officer, Officer of the Deck, Engineering Officer of the Watch and Command Duty Officer.I screened for afloat.
Jun 1987 - Jul 1995
2 education records
David Beemer education
Bs, Physical Science
United States Naval Academy
Mba, Business
Florida Institute Of Technology
FAQ
Frequently asked questions about David Beemer
Quick answers generated from the profile data available on this page.
What company does David Beemer work for?
David Beemer works for Osaic.
What is David Beemer's role at Osaic?
David Beemer is listed as Owner - 1st Step Financial (Investments since 1999) at Osaic.
What is David Beemer's email address?
AeroLeads has found 1 work email signal at @cox.net for David Beemer at Osaic.
What is David Beemer's phone number?
AeroLeads has found 2 phone signal(s) with area code 757 for David Beemer at Osaic.
Where is David Beemer based?
David Beemer is based in Bath, Maine, United States while working with Osaic.
What companies has David Beemer worked for?
David Beemer has worked for Osaic, 1St Step Financial, Securities America Inc., Colonial Mortgage Group, and Investors Security Company, Inc..
How can I contact David Beemer?
You can use AeroLeads to view verified contact signals for David Beemer at Osaic, including work email, phone, and LinkedIn data when available.
What schools did David Beemer attend?
David Beemer holds Bs, Physical Science from United States Naval Academy.
What skills is David Beemer known for?
David Beemer is listed with skills including Mutual Funds, Term Life Insurance, Residential Mortgages, Retirement Planning, Finance, Investments, Public Speaking, and Government.
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