Advisor at Bluemound Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bluemound Asset Management, LLC
Location
Franklin, WI
Credentials
Series 63, Series 65
Industry experience
28 years
Flat annual retainer fee possible for Manager of Manager services (amount not specified)
$0 - $1 million: 1.00% annually Over $1 million+: 0.75% annually
$200/hour for financial consulting/planning beyond initial 2 hours
Account minimum: $300,000 for Asset Management service Minimum fee: $800 one-time planning and administration fee for new accounts; $800 annual minimum for financial consulting Fee-only: Financial consulting and planning billed at $200/hour (subject to $800 annual minimum)
Bluemound Asset Management, LLC
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Franklin, WI
Fidelity
Allie Beck is a Financial Consultant I at Fidelity Investments. She works with clients to develop personalized retirement plans aimed at providing confidence and peace of mind. Her approach focuses on empowering clients to take control of their financial future and embrace retirement as a period of freedom and fulfillment. Allie has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming her current position in 2025. Prior to that, she gained experience as a Client Services Associate and Finance Intern at IAG Wealth Partners from 2017 to 2019.
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