Isaiah
Stegman

Beacon Capital Management, Inc

CRD#6022562
Investment Advisor
in Sac City, IA

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About this Advisor

Isaiah Stegman is a financial advisor based in Sac City, Iowa, working with Beacon Capital Management, Inc. Isaiah has previously held positions at Ing Financial Partners, Voya Financial Advisors, Fbl Financial Group, and Fbl Marketing Services. Isaiah has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa. Currently, Isaiah is part of Beacon Capital Management, Inc, which operates out of Sac City, 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 63, 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 Civic Parkway
Sac City, IA 50583

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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

Isaiah Stegman Work History

2021 - Present (3 years)

Fbl Financial Group

2021 - Present (3 years)

Fbl Marketing Services

2014 - 2021 (7 years)

Voya Financial Advisors

2013 - 2014 (1 year)

Ing Financial Partners

Disclosures

Please visit the SEC profile of Isaiah Stegman 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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