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Nick Beckman

Nick Beckman

INVESTMENT EXECUTIVE

Nick Beckman is acting Investment Executive at Lifetime Wealth Management Group.  Nick graduated from Niagara University in 2007, earning a Bachelor's Degree in Commerce.  After graduation, Nick spent 6 years living in Honolulu, HI, working in management and finance.  He currently resides in Kenmore, New York, with his wife Melissa, children Brennan & Margaret, and dog Kaila.

Nick is an Investment Advisory Representative (IAR) and currently holds the following securities licenses:

  • Series 6 Investment Company Products
  • Series 7 General Securities Representative
  • Series 63 Uniform Securities Act Examination

Nick is also licensed in the State of New York as a Life, Accident and Health Insurance Producer.

Areas of Specialization:  Roth IRA's, College Savings Plans and Qualified Retirement Plans including 401(k), 403(b) and 457 plans.  Retirement Planning for Generations X, Y & Z.