Michael
Mock
Beacon Capital Management, Inc
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About this Advisor
Michael Mock is a financial advisor working in West Des Moines, Iowa with a total of 1 year of relevant experience. Mock is an employee of Beacon Capital Management, Inc. Throughout their career, Mock has worked at Beacon Capital Management, Inc, Fbl Financial Group and Sammons Financial Group. Mock has a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in Iowa. Beacon Capital Management, Inc is a registered investment firm based in Dayton, OH. It oversees $5 billion in total assets between its 16,372 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises nine charities and foundations. Of its 16,372 client accounts, just 1% belong to high-net-worth investors who have at least $1 million in assets. The firm provides a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. A financial advisor's fee schedules typically are based on which services the firm provides the client. Fees charged by Beacon Capital Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beacon Capital Management, Inc Brokerage Details
$4,922,296,385
25
16,372
$300,653
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
Michael Mock Work History
Michael has been registered as a financial advisor for 1 years.*
Beacon Capital Management, Inc
Sammons Financial Group
Fbl Financial Group
*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 Michael Mock 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
Sac City, IA
Dayton, OH
Dayton, OH
Dayton, OH
Dayton, OH
Dayton, OH
Dayton, OH
Dayton, OH
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