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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bret? Claim Your ProfileBret Lee Niemuth is a financial advisor with over 30 years of experience in the industry. Bret Lee Niemuth is currently registered with Beacon Capital, LLC in Cedar Rapids, IA and has been with the firm since January 2017. Prior to that, Bret Lee Niemuth was with VOYA FINANCIAL ADVISORS, INC. in Cedar Rapids, IA from August 2014 to November 2016 and with ING FINANCIAL PARTNERS, INC. in Cedar Rapids, IA from January 2004 to November 2012. Bret Lee Niemuth holds Series 6, 7, 24, and 63 licenses and is a Chartered Financial Consultant. Bret Lee Niemuth specializes in providing financial planning, investment advice, and portfolio management services to individuals, corporations, and high-net-worth individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Referral fees
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2
IA
08/31/2023 - Present
Beacon Capital, LLC (CEDAR RAPIDS IA)
IA
08/04/2014 - 11/04/2016
VOYA FINANCIAL ADVISORS, INC. (CEDAR RAPIDS IA)
IA
01/01/2004 - 11/23/2012
ING FINANCIAL PARTNERS, INC. (CEDAR RAPIDS IA)
IA
05/29/2001 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CA
05/29/1996 - 05/02/2001
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
NJ
07/15/1993 - 04/29/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 06/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2007
Series 24 - General Securities Principal Examination
BC
Issued 11/04/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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