Melissa
Scheuerman

Beacon Capital Management, Inc

CRD#3218288
Investment Advisor
in Dayton, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Melissa Scheuerman is a financial advisor working in Dayton, Ohio with 1 year of industry experience. Scheuerman is an employee of Beacon Capital Management, Inc. Their career trajectory has included roles at Sammons Financial Network, Spc and Beacon Capital Management, Inc. Scheuerman holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Iowa. Beacon Capital Management, Inc is a firm based in Dayton, OH. It manages $5 billion in assets under management between its 16,372 customer accounts, making it one of the largest 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% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm offers a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. Financial advisory fee schedules typically are based on which services the firm provides the client. Fees billed by Beacon Capital Management, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

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

7777 Washington Village Drive Suite 280
Dayton, OH 45459

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Beacon Capital Management, Inc Brokerage Details

Total Assets Under Management

$4,922,296,385

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

25

OH Average: 34
Total Number of Accounts

16,372

OH Average: 1,972
Average Account Size

$300,653

OH 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

Melissa Scheuerman Work History

Melissa has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Beacon Capital Management, Inc

2011 - Present (13 years)

Sammons Financial Network

2013 - 2021 (8 years)

Spc

*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 Melissa Scheuerman 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

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

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started