TS
TS

Tammy Jean Stoerkel

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,004 clients
Average Client Portfolio
$613K average
Assets Under Management
$615.9M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

858 Washington Street, Suite 100, Dedham, MA, 02026

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Tammy is a sales consultant for Mary Kay, dedicating about 10-20% of her time. She also uses Intentional Wealth Advisors, LLC as a DBA for her LPL business, dedicating the majority of her time to this.

Employment History
Current Registrations
Beck Bode LLC
December 2022 - Present · 3 yrs 2 mos
Previous Registrations
LPL Financial LLC
January 2015 - November 2022 · 7 yrs 10 mos
LPL Financial LLCBroker
July 2014 - November 2022 · 8 yrs 4 mos
The Huntington Investment CompanyBroker
April 2004 - July 2014 · 10 yrs 3 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.