Beacon Capital, LLC

Kylee Zane is a financial advisor at Beacon Capital, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at Beacon Capital since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Bank. She is currently a licensed insurance agent but is not actively selling insurance. Beacon Capital serves individual and high-net-worth clients, as well as retirement plan sponsors, offering discretionary asset management and limited-scope ERISA 3(21) plan advice. The firm uses fundamental and technical analysis along with modern portfolio theory to structure client portfolios and provides access to both direct and third-party investment strategies.

James Locke is a financial advisor at Beacon Capital, LLC with 14 years of industry experience. He holds the Series 63 and 65 licenses and has held roles at Voya Financial Advisors and other entities. Outside of his advisory work, Locke serves as an assistant wrestling coach at Coe College. 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 manages portfolios using fundamental and technical analysis alongside modern portfolio theory, offering both direct management and access to third-party strategies.

Bret Niemuth is a ChFC® credentialed financial advisor with 31 years of industry experience. He has been with Beacon Capital, LLC since 2017 and previously worked at Voya Financial Advisors, Inc. and Capital Design, Inc., where he also maintains an insurance agency focused on fixed insurance products. Beacon Capital serves individual and high-net-worth clients as well as retirement plan sponsors, providing discretionary asset management, limited-scope ERISA 3(21) plan advice, and acting as a referral intermediary to third-party money managers. The firm employs fundamental and technical analysis along with modern portfolio theory to manage portfolios tailored to client objectives and risk tolerances.

John Siegel is a financial advisor at Beacon Capital, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beacon Capital since 2017. Siegel is also the owner of Siegel Inc., an insurance agency, and serves as a wrestling coach in Cedar Rapids, Iowa. Beacon Capital, LLC provides discretionary asset management to individuals, corporations, and retirement plans, offering tailored portfolio management and acting as a 3(21) ERISA advisor. The firm employs fundamental and technical analysis along with modern portfolio theory to construct portfolios aligned with clients’ goals and risk tolerance.

Cole Erickson is a Series 65-licensed advisor at Beacon Capital, LLC with three years of industry experience. His work history includes roles at CME, Inc., where he is also an owner and insurance agent, as well as prior positions at Bankers Life Advisory Services and Iowa Family Farms. Beacon Capital serves individual and high-net-worth clients along with retirement plan sponsors, offering discretionary asset management and limited-scope ERISA 3(21) plan advice. The firm uses fundamental and technical analysis alongside modern portfolio theory to structure portfolios and provides both direct management and access to third-party strategies.