Tammy Stoerkel
Advisor at Beck Bode LLC
Updated today
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
Beck Bode LLC
Location
Traverse City, MI 49684-6723
Credentials
Series 63, Series 65
Industry experience
21 years
About
Tammy Stoerkel is a financial advisor with Beck Bode LLC in Traverse City, MI, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at LPL Financial since 2014. Outside of her advisory role, she is a sales consultant for Mary Kay. Beck Bode LLC provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm uses fundamental analysis and proprietary Growth and Income Growth strategies, emphasizing dividend-paying equities, and offers tailored asset allocations along with additional services such as tax and legal coordination and subadvisory roles.
Client services
Based on Beck Bode LLC
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Financial consulting and tax services
Fee options
$500 to $12,000 for financial planning
Negotiated up to 3% annually
Location
4110 Copper Ridge Dr #235
Traverse City, MI 49684-6723
Most active in
Tammy S has reported serving >5 clients in these states in the last 12 months.
Michigan
Work history
LPL FINANCIAL
2014 - Present (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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