Christopher
Kobes

Beacon Capital Management, Inc

CRD#5825462
Investment Advisor
in West Des Moines, IA

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About this Advisor

Christopher Kobes is a financial advisor based in West Des Moines, Iowa, working with Beacon Capital Management, Inc. Christopher has previously held positions at Princor Financial Services Corporation, Principal Life Insurance Company, Honkamp Krueger Financial Services Inc, Proequities, Inc, Avantax Investment Services, Inc, Sammons Financial Network, LLC, Beacon Capital Management, Inc, and Midland National Life Insurance Company. Christopher has passed the Series 66 regulatory exam and is registered to provide services in Iowa. Currently, Christopher is part of Beacon Capital Management, Inc, which operates out of West Des Moines, Iowa. The firm has 27 employees and manages assets totaling $4.3 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and the publication of newsletters. The fee structure at Beacon Capital Management, Inc includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets

Office Location

8300 Mills Civic Parkway
West Des Moines, IA 50266

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Beacon Capital Management, Inc Brokerage Details

Total Assets Under Management

$4,328,922,124

IA Average: $2,106,341,625
Total Number of Employees

27

IA Average: 34
Total Number of Accounts

15,730

IA Average: 1,972
Average Account Size

$275,202

IA Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters

Christopher Kobes Work History

2024 - Present (0 year)

Sammons Financial Network, LLC

2022 - Present (2 years)

Sammons Financial Network, LLC

2022 - Present (2 years)

Beacon Capital Management, Inc

2022 - Present (2 years)

Midland National Life Insurance Company

2020 - 2022 (2 years)

Avantax Investment Services, Inc

2016 - 2022 (6 years)

Honkamp Krueger Financial Services Inc

2016 - 2020 (4 years)

Proequities, Inc

2010 - 2016 (6 years)

Princor Financial Services Corporation

2010 - 2016 (6 years)

Principal Life Insurance Company

Disclosures

Please visit the SEC profile of Christopher Kobes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Beacon Capital Management, Inc

Brian Thomson
Dayton, OH
Erik Blase
West Des Moines, IA
Michael Mock
West Des Moines, IA
Adam Roepsch
Dayton, OH
Vincent Gaglione
Dayton, OH
Isaiah Stegman
Sac City, IA
Diavante Brown
Dayton, OH
Thomas Corner
Dayton, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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