Beacon Capital, LLC

Beacon Capital, LLC (CRD# 286316) is a financial advisory firm headquartered in Cedar Rapids, IA. They manage $158,140,872 in 914 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
375 Collins Road Ne,, Suite 120, Cedar Rapids, IA 52402
https://www.linkedin.com/james-locke-13030438
By the Numbers
  • Total Assets Under Management
    158
    MILLION
  • Total Number of Accounts
    914
    ACCOUNTS
  • Average Account Value
    $173,021
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, IL, MN, NE, TX, WI

Financial Advisors at Beacon Capital, LLC
Showing 1 - 4 of 4 top financial advisors.
1
James Locke, financial advisor Cedar Rapids IA
James H. Locke
CRD#: 6072866
375 Collins Road Ne,, Suite 120, Cedar Rapids, IA 52402

James Locke (CRD# 6072866) is an Investment Advisor Representative working at Beacon Capital, LLC in Cedar Rapids, IA and has over 11 years of experience in the finance industry.

2
Bret Niemuth, financial advisor Cedar Rapids IA
Bret L. Niemuth
CRD#: 2356735
375 Collins Road Ne,, Suite 120, Cedar Rapids, IA 52402

Bret Niemuth (CRD# 2356735) is an Investment Advisor Representative working at Beacon Capital, LLC in Cedar Rapids, IA and has over 30 years of experience in the finance industry.

3
John Siegel, financial advisor Cedar Rapids IA
John A. Siegel
CRD#: 6040998
375 Collins Road Ne,, Suite 120, Cedar Rapids, IA 52402

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.

4
Kylee Zane, financial advisor Cedar Rapids IA
Kylee Zane
CRD#: 5009525
375 Collins Road Ne,, Suite 120, Cedar Rapids, IA 52402

Kylee Zane (CRD# 5009525) is an Investment Advisor Representative working at Beacon Capital, LLC in Cedar Rapids, IA and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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