Erik
Blase

Beacon Capital Management, Inc

CRD#7573632
Investment Advisor
in West Des Moines, IA

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About this Advisor

Erik Blase is a financial advisor based in West Des Moines, Iowa, working with Beacon Capital Management, Inc. Erik has previously held positions at Independent Wealth Network, Etrailer.Com, Flexxcoach, Brookings Blizzard, Omaha Aaa Hockey Club, Amarillo Bulls, Run Pure Sports, Sammons Financial Group, and Beacon Capital Management, Inc. Erik has passed the Series 65 regulatory exam and is registered to provide services in Iowa. Currently, Erik 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 publication of newsletters. The fee structure at Beacon Capital Management, Inc includes asset-based fees.

Certifications and Registrations

Series 65

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 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

Erik Blase Work History

2023 - Present (1 year)

Run Pure Sports

2023 - Present (1 year)

Sammons Financial Group

2023 - Present (1 year)

Beacon Capital Management, Inc

2022 - 2023 (1 year)

Independent Wealth Network

2019 - 2021 (2 years)

Etrailer.Com

2018 - 2019 (1 year)

Flexxcoach

2017 - 2018 (1 year)

Brookings Blizzard

2014 - 2017 (3 years)

Omaha Aaa Hockey Club

2014 - 2015 (1 year)

Amarillo Bulls

Disclosures

Please visit the SEC profile of Erik Blase 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

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