Beacon Capital, LLC

Kylee Zane is a financial advisor at Beacon Capital, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services, LLC and Wells Fargo Bank. Kylee is currently a licensed insurance agent but is not selling insurance at this time. Beacon Capital, LLC provides discretionary asset management to individuals, corporations, and retirement plans, serving as a 3(21) ERISA advisor for qualified plans. The firm constructs portfolios tailored to clients’ goals and risk tolerance using fundamental and technical analysis alongside modern portfolio theory.

James Locke is a financial advisor at Beacon Capital, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beacon Capital since 2017. Outside of his advisory role, he is an assistant wrestling coach at Coe College. Beacon Capital, LLC provides discretionary asset management to individuals, corporations, and retirement plans, offering portfolio management and liaison services to third-party money managers. The firm uses fundamental and technical analysis along with modern portfolio theory to tailor investment strategies to client goals and risk tolerance.

Bret Niemuth is a financial advisor at Beacon Capital, LLC with 30 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Beacon Capital in 2017, he worked at Voya Financial Advisors, Inc. from 2014 to 2016 and has been involved with Capital Design, Inc. since 2003, where he owns and sells fixed insurance products. Beacon Capital, LLC provides discretionary asset management to individuals, corporations, and retirement plans, offering portfolio management and acting as a 3(21) ERISA advisor. The firm employs fundamental and technical analysis along with modern portfolio theory to tailor investment strategies to client goals and risk tolerance.

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 financial advisor at Beacon Capital, LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at CME, Inc., where he is also an owner and insurance agent, and earlier positions in insurance services and construction. Beacon Capital, LLC provides discretionary asset management and acts as a 3(21) ERISA advisor for individuals, corporations, and retirement plans. The firm employs fundamental and technical analysis alongside modern portfolio theory to tailor portfolios according to clients’ goals, time horizons, and risk tolerances.