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Kylee Zane

Beacon Capital, LLC

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About Kylee Zane

Kylee Zane is an investment advisor representative with Beacon Capital, LLC. Kylee has been in the industry since 2005 and has experience with individual clients and businesses. Kylee is a registered investment advisor in Iowa and has a Series 66 license. Kylee is also a licensed insurance agent, however she will not be selling insurance products at this time. Beacon Capital, LLC is a financial advisory firm based in Cedar Rapids, Iowa. The firm provides advisory services to individuals and businesses including portfolio management, financial planning, and pension consulting.

Firm Information

Kylee Zane 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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Kylee Zane’s Registration & Firm History

IA

07/11/2019 - Present

Beacon Capital, LLC (CEDAR RAPIDS IA)

IA

01/03/2011 - 07/12/2019

WELLS FARGO CLEARING SERVICES, LLC (CEDAR RAPIDS IA)

IA

10/04/2005 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (CEDAR RAPIDS IA)

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Licenses & Designations

BOTH

Issued 11/07/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Kylee Zane. Review regulatory record here.
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