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Our financial advice team


JT Beckmann

JT Beckmann

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Burke, Knoebber, Kohn & Associates
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Insurance
  • Estate Planning Strategies

Interests

I enjoy baseball, golf, hockey, spending time outdoors, and socializing with family and friends.

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Science in Finance; Webster University, St. Louis, MO

Previous experience

  • Financial Planning Specialist and Investment Specialist, Ameriprise Financial, 2014-2019
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