Bret Lee Niemuth
Advisor at Beacon Capital, LLC — Cedar Rapids, IA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
ChFC®, Series 63
Experience Industry experience
31 years
Location
Cedar Rapids, IA 52402
Beacon Capital, LLC
Team
Total advisors
5Clients per advisor
123 Very HighAvg AUM per client
$444,600 Very LowHNW client ratio
6% Very LowBret Niemuth is a financial advisor at Beacon Capital, LLC with 31 years of industry experience. He holds the ChFC® and Series 63 designations. Niemuth has been with Beacon Capital since 2017 and is also the owner of Capital Design, Inc., where he has sold fixed insurance products since 2003. Beacon Capital serves individual and high-net-worth clients as well as retirement plan sponsors, providing discretionary asset management and limited-scope ERISA 3(21) plan advice. The firm uses fundamental and technical analysis along with modern portfolio theory to manage portfolios according to client objectives and risk tolerances.
Based on Beacon Capital, LLC
Based on Beacon Capital, LLC
$0 - $250,000: 2.20% $250,001 - $500,000: 2.00% $500,001 - $1,000,000: 1.80% $1,000,001 - $2,000,000: 1.60% $2,000,001 - $5,000,000: 1.45% $5,000,001 - $10,000,000: 1.30% $10,000,001+: 1.15%
Cedar Rapids, IA
375 Collins Road NE, Suite 120
Cedar Rapids IA 52402
Advisors at this office
5
Iowa · Texas
31 years of industry experience
Beacon Capital, LLC
2017 - Present • 9 years
Cedar Rapids, IA
Capital Design, Inc.
2003 - Present • 23 years
Cedar Rapids, IA
Locust Street Securities, Inc.
2003 - 2004 • 1 year
Cedar Rapids, IA
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A formal proceeding by a regulator, such as the SEC, FINRA or a state securities agency, over investment-related rules.
A felony or certain misdemeanor charges, whatever the outcome, including dismissals and acquittals.
The advisor resigned, was permitted to resign or was discharged after allegations of rule violations, fraud or failure to supervise.
Is active or affiliated with:
Insurance agent
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