Kylee
Zane
Beacon Capital, LLC
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About this Advisor
Kylee Zane is a financial advisor based in Cedar Rapids, Iowa, working with Beacon Capital, LLC. Kylee has previously held positions at Wells Fargo Clearing Services, LLC, Beacon Capital, LLC, and Wells Fargo Bank. Kylee has passed the Series 66 regulatory exam and is registered to provide services in Iowa. Currently, Kylee 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 high-net-worth clients and offers services including 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.
Certifications and Registrations
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Fee Structure
Office Location
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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
Kylee Zane Work History
Beacon Capital, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Bank
Disclosures
Please visit the SEC profile of Kylee Zane 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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