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Cole Miles Erickson

Beacon Capital, LLC

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About Cole Miles Erickson

Cole Miles Erickson is an Investment Advisor Representative at Beacon Capital, LLC located in Cedar Rapids, IA. Cole Erickson is licensed to provide financial advice in Iowa. Cole Erickson has worked in the financial services industry since August 2020 and has been registered with the state of Iowa since January 4, 2024. Cole Erickson earned a Series 65 license by passing the Uniform Investment Adviser Law Examination on December 12, 2023. Cole Erickson's firm specializes in providing financial and investment advisory services to individuals, high-net-worth individuals, and corporations.

Firm Information

Cole Erickson is currently registered with Beacon Capital, LLC. Beacon Capital, LLC is an investment advisor registered with the SEC and located in CEDAR RAPIDS, IA. They manage approximately $176,237,651 in assets for 951 clients. Their services include portfolio management for individuals and pension consulting, as well as selection of other advisors. Their client base consists primarily of individuals other than high-net-worth, corporations or other businesses, and high-net-worth individuals.
Beacon Capital, LLC

375 COLLINS ROAD NE,

CEDAR RAPIDS, IA 52402

$176.24M

Assets Under Management

130

Total Clients

5

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Cole Erickson’s Registration & Firm History

IA

01/04/2024 - Present

Beacon Capital, LLC (CEDAR RAPIDS IA)

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Licenses & Designations

IA

Issued 12/12/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cole Miles Erickson.
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