Cole
Erickson
Beacon Capital, LLC
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About this Advisor
Cole Erickson is a financial advisor based in Cedar Rapids, Iowa, working with Beacon Capital, LLC. Cole has previously held positions at Bankers Life & Casualty, Inc, Sexton Construction, Iowa Family Farms, Asg Construction, Bankers Life Advisory Services, Inc, Beacon Capital, LLC, Cme, Inc, Sole Proprietor, and Full-Time Student. Cole has passed the Series 65 regulatory exam and is registered to provide services in Iowa. Currently, Cole is part of Beacon Capital, LLC, which operates out of Cedar Rapids, Iowa. The firm has 5 employees and manages assets totaling $158.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Beacon Capital, LLC includes asset-based and other fees.
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Beacon Capital, LLC Brokerage Details
$158,140,872
5
914
$173,021
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Cole Erickson Work History
Beacon Capital, LLC
Cme, Inc
Bankers Life Advisory Services, Inc
Sole Proprietor
Bankers Life & Casualty, Inc
Iowa Family Farms
Asg Construction
Sexton Construction
Full-Time Student
Disclosures
Please visit the SEC profile of Cole Erickson 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, LLC
Cedar Rapids, IA
Cedar Rapids, IA
Cedar Rapids, IA
Cedar Rapids, IA
Cedar Rapids, IA
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