About Mark Beckman
With roots in the heartland, I am blessed to advise and guide my clients on their financial journey. Being a husband and dad of four, I understand the importance of faith, family, and community as you make financial choices to support your unique needs now and in the future.
I entered the banking industry in 1993 and continued my work in personal financial services when I became a Thrivent financial professional in 1999. I enjoy helping people find solutions for their financial concerns and working with them over time to respond to life’s changes. I received specialized training as a CERTIFIED FINANCIAL PLANNER™ Professional in order to craft guidance for a sound financial strategy.
Just as I am invested in my family, my faith, and my community, I am ready to help you move forward with confidence so you can make choices that help you live the life you want today and tomorrow.
Specializations
I specialize in the following areas:
- Retirement planning
- Life insurance
- Investments
- Long-term care insurance
Giving Back
I support these charities and causes:
- Our Savior Lutheran Church
- Youth for Christ
- His Hands Free Clinic
Professional Highlights
- CERTIFIED FINANCIAL PLANNER™ Professional, a certification granted by CFP® Board,
- FIC (Fraternal Insurance Counselor), a designation granted by the Fraternal Field Managers’ Association
Education and Experience
- FINRA Series 07 General Securities Representative
- FINRA Series 66 Uniform Combined State Law
- Life & Health Insurance Licenses
- Thrivent Financial Professional since 1999
- Bachelor of Arts in Economics and Finance, Wartburg College, 1990
Meet My Team
Hiawatha Office
Mainstay Financial Group
- Title
Team Practice
- Location
Hiawatha, IA
- Website
- https://connect.thrivent.com/mainstay-financial-group
- Phone
- 319-204-5616
- Fax
319-204-5619
Michele Traver
As a Certified Divorce Financial Analyst, Michele can provide holistic, expert advice to help you know how to protect your financial interests. Together, we'll identify solutions to meet your evolving needs and create a financial strategy driven by your values.
- Title
Financial Advisor
- Location
Hiawatha. IA
- Phone
- 319-204-5616
- Fax
319-204-5619
Nancy Coffman
Nancy came onboard in 2022 after spending 37 years in the technology department of the local school district. She is a great addition to the office.
- Title
Office Manager
- Location
Hiawatha, IA
- Phone
- 319-204-5616
- Fax
319-204-5619