ADV Part 2B Brochure Supplement

 

Part 2B of Form ADV: Brochure Supplement

 

 

Nancy L Beck 5825 N Post Road

Indianapolis, IN 46216

317 547-1200

 

 

Beck Financial Strategies. Inc.

5825 N Post Road Indianapolis, IN 46216

January 5, 2017

 

This brochure supplement provides information about Nancy L Beck that supplements the Beck Financial Strategies. Inc. brochure. You should have received a copy of that brochure. Please contact Nancy L Beck

317-547-1200 if you did not receive Beck Financial Strategies. Inc.'s brochure or if you have any questions about the contents of this supplement.

 

Additional information about Nancy L Beck is available on the SEC’s website at www.adviserinfo.sec.gov

 

Item 2 Educational Background and Business Experience

 

Full Legal Name: Nancy L Beck           Born: 1960

 

Education

  • Indiana University; Business; N/A
  • North Central High School; 1979

Business Experience

  • Cuna Mutual Life Insurance; Agent; from 09/01/1982 to 03/01/1995
  • One America (American United Life); Agent; from 03/01/1995 to May 8, 2015.
  • J.W.Cole Financial & J.W.Cole Advisors Inc. Investment Advisory Representative May 8, 2015 to present
  • Beck Financial Strategies, Inc.; Investment Advisory Representative; from 07/18/1995 to Present

Designations

Nancy L Beck has earned the following designation(s) and is in good standing with the granting authority:

 

  • Certified Financial Planner™; Certified Financial Planner Board of Standards, Inc.; 1993

The program is administered by the Certified Financial Planner Board of Standards Inc. Those with the CFP® designation have demonstrated competency in all areas of finance related to financial planning.

Candidates complete studies on over 100 topics, including stocks, bonds, taxes, insurance, retirement planning and estate planning. In addition to passing the CFP® certification exam, candidates must also complete qualifying work experience, agree to adhere to the CFP Board's code of ethics and professional responsibility and financial planning standards and complete 30 hours of continuing education every two years.

 

Item 3  Disciplinary Information

Nancy L Beck has no reportable disciplinary history.

Item 4  Other Business Activities

 

A.Investment-Related Activities

 

  1. Nancy L Beck is also engaged in the following investment-related activities:

Registered representative of a broker-dealer

Nancy Beck is a Registered Representative J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC

Advisory services offered through J.W. Cole Advisors, Inc. (JWCA) and Beck Financial Strategies, Inc. (BFI). BFI and JWC/JWCA are unaffiliated entities

 

Another investment adviser or financial planner

 

Nancy Beck is a Registered Representative J.W.Cole Advisors, Inc. and receives fees for advisory services provided through J.W.Cole Advisors, Inc.

 

Insurance company or agency

Nancy Beck is a licensed Life & Health agent insurance agent and receives commissions from sales of certain products. (E.G. Life Insurance, health insurance, Long Term Care insurance, and Annuities)

 

Other investment-related business

Nancy Beck is the owner of Beck Post Road Properties, LLC (her business office) and a Second Home in Key West Florida from which she may receive passive income from rental.

 

B.Non Investment-Related Activities

Nancy L Beck is an artist and the owner of Nancy Beck Fine Art (Sole Proprietor).Nancy sells original artwork and receives commission for specific art projects. These activities are done on personal time and not during normal business hours.

 

Item 5  Additional Compensation

Nancy L Beck does not receive any economic benefit from a non-advisory client for the provision of advisory services.

Item 6  Supervision

Supervisor: Nancy L Beck

Title: Owner, President and Chief Compliance Officer Phone Number:317 547-1200

Item 7  Requirements for State-Registered Advisers

 

  1. Additional DisciplinaryHistory

 

Nancy L Beck has no additional reportable disciplinary history.

 

 

  1. < >Nancy L Beck has not been the subject of a bankruptcy petition.