John
Henseler

Beacon Capital Management, Inc

CRD#2870926
Investment Advisor
in Dayton, OH

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About this Advisor

John Henseler is a financial advisor based out of Dayton, Ohio, who has been in the advisory business for 11 years. Henseler works at Beacon Capital Management, Inc. Over the course of their career, Henseler has held roles at Sammons Financial Network, Spc and Beacon Capital Management, Inc. Henseler maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Iowa. Beacon Capital Management, Inc is a financial advisory company based out of Dayton, Ohio. It handles $5 billion in assets between its 15,094 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 12 charitable organizations. Of its 15,094 customer accounts, just 2% are held by high-net-worth investors who have more than $1 million in assets. The business performs a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. Financial management fee schedules typically are based on the financial services offered. Fee types charged by Beacon Capital Management, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

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

Disclosures

No

Office Location

7777 Washington Village Drive Suite 280
Dayton, OH 45459

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Beacon Capital Management, Inc Brokerage Details

Total Assets Under Management

$4,744,090,206

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

22

OH Average: 34
Total Number of Accounts

15,094

OH Average: 1,972
Average Account Size

$314,303

OH Average: $1,068,125

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters

John Henseler Work History

John has 11 years of experience.

2022 - Present (0 year)

Beacon Capital Management, Inc

2011 - Present (11 years)

Sammons Financial Network

2012 - 2021 (9 years)

Spc

Disclosures

John Henseler has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Beacon Capital Management, Inc

Tyler Mays
Dayton, OH
Kerry Cahill
Dayton, OH
Vincent Gaglione
Dayton, OH
Melissa Scheuerman
Dayton, OH
John Henseler
Dayton, OH
Gregory Bonzagni
Dayton, OH
Jesse Howie
Dayton, OH
Bill Lowe
Dayton, OH

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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.

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