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 operating in West Des Moines, Iowa. Kobes is currently employed by Beacon Capital Management, Inc. During their career, the advisor has held roles at Principal Life Insurance Company, Princor Financial Services Corporation, 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. Kobes has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Iowa. Beacon Capital Management, Inc is an advisory firm operating out of Dayton, OH. It handles $5 billion in total assets across its 16,372 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advice to nine charities and foundations. Of its 16,372 accounts, just 1% belong to high-net-worth individuals who have more than $1 million in assets. The advisory firm provides a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. Fees charged by financial advisors usually depend on which service is offered. Fee types charged by Beacon Capital Management, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

$4,922,296,385

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

25

IA Average: 34
Total Number of Accounts

16,372

IA Average: 1,972
Average Account Size

$300,653

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

Christopher has been registered as a financial advisor for 0 years.*

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)

Principal Life Insurance Company

2010 - 2016 (6 years)

Princor Financial Services Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Thomas Corner
Dayton, OH
Brian Thomson
Dayton, OH
Brett Agnew
Dayton, OH
Isaiah Stegman
Sac City, IA
Emily Damman
Dayton, OH
Vincent Gaglione
Dayton, OH
Tyler Mays
Dayton, OH
Jesse Howie
Dayton, OH

The content in this profile was updated by SmartAsset on 4/16/2023. 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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