John Siegel (CRD# 6040998) is an Investment Advisor Representative working at Beacon Capital, LLC in Cedar Rapids, IA and has over 9 years of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Capital, LLC | Cedar Rapids, IA | Jan 2018 - Current | 6 |
| Siegel Inc. | Cedar Rapids, IA | Feb 2015 - Current | 9 |
| Voya Insurance And Annuity Company | Cedar Rapids, IA | Apr 2012 - Current | 12 |
| Dc Elite | Cedar Rapids, IA | Aug 2009 - Current | 14 |
| Siegel + Handley Rentals | Cedar Rapids, IA | Dec 2012 - Aug 2021 | 8 |
| Beacon Capital, LLC | Cedar Rapids, IA | Feb 2017 - Jan 2018 | < 1 |
| Voya Financial Advisors, Inc. | Cedar Rapids, IA | Jan 2015 - Feb 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2015 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2017 |
- IA
- TX
-
Total Assets Under Management158MILLIONS
-
Total Number of Accounts914ACCOUNTS
-
Average Account Value$173,021
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
IA, IL, MN, NE, TX, WI
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