MichaelBecker- Financial Advisor Saint Louis, MO

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About Michael Becker

Toberman Becker Wealth serves families as a fee-only, independent, and fiduciary financial advisor. Michael never receives commissions or sells any investment products or insurance. The client's fee is the firms only source of revenue. Because Michael and Craig have designed the firm from the ground up, their clients enjoy a transparent and sales-free financial planning experience.

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General Information

Firm Start Year

2020

CRD#

6761484

Firm CRD#

310346

Work Experience

Michael received a Bachelor of Science (B.S.) degree in Finance and Banking from the University of Missouri - Columbia. He is a Chartered Financial Analyst (CFA^®) charter holder, and a Certified Financial Planner (CFP^®).

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, 401K Rollovers, Retirement Planning, Portfolio Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CFA^®

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Based on Assets

Fee % Based on Assets

0.75%

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Paladin Research Report For:

Michael Becker

Toberman Becker Wealth