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John Alan Siegel

Beacon Capital, LLC

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About John Alan Siegel

John Alan Siegel is a financial advisor with Beacon Capital, LLC. John has been working in the financial services industry for over 12 years and has a Series 63 and 65 license, as well as a Series 6 license. He is registered to provide advisory services in Iowa and Texas. John previously worked for VOYA FINANCIAL ADVISORS, INC. John is a wrestling coach and owner of SIEGEL INC. He is focused on building a strong relationship with clients, taking the time to understand their goals and developing a personalized plan to help them achieve their financial goals.

Firm Information

John Siegel 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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John Siegel’s Registration & Firm History

IA

08/31/2023 - Present

Beacon Capital, LLC (CEDAR RAPIDS IA)

IA

01/15/2015 - 02/24/2017

VOYA FINANCIAL ADVISORS, INC. (CEDAR RAPIDS IA)

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Licenses & Designations

IA

Issued 12/21/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/30/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/24/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Alan Siegel.
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