Adam Roepsch (CRD# 7835689) is an Investment Advisor Representative working at Beacon Capital Management, Inc. in West Des Moines, IA and has 1 year of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Capital Management, Inc. | West Des Moines, IA | Nov 2023 - Current | < 1 |
| Sammons Financial | West Des Moines, IA | Oct 2023 - Current | < 1 |
| Sammons Financial | West Des Moines, IA | Dec 2021 - Oct 2023 | 1 |
| N/a | Ames, IA | Aug 2020 - Dec 2021 | 1 |
| Hyvee | West Des Moines, IA | Jun 2020 - Aug 2020 | < 1 |
| N/a | Ames, IA | Dec 2017 - Jun 2020 | 2 |
| Costco | West Des Moines, IA | Apr 2017 - Dec 2017 | < 1 |
| Hyvee | Waukee, IA | Oct 2014 - Mar 2017 | 2 |
| N/a | Urbandale, IA | Nov 2013 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- IA
-
Total Assets Under Management4,329MILLIONS
-
Total Number of Accounts15,730ACCOUNTS
-
Average Account Value$275,202
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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