E. V. Grange

BEACON FINANCIAL PLANNING

LOGAN, UT 84321

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CRD#: 2560698

Professional summary

E. Vance Grange, CFP®, who also goes by E Vance Grange, is a registered financial advisor currently at BEACON FINANCIAL PLANNING, LLC located in Logan, Utah.

E. is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. E. has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

E Vance Grange

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)I CURRENTLY WORK AS AN EMPLOYEE OF THE SCHOOL OF ACCOUNTANCY AT UTAH STATE UNIVERSITY. I WORK AS A TENURED, FULL-TIME ASSISTANT PROFESSOR. I WORK FULL-TIME HOURS BUT MY SCHEDULE IS FLEXIBLE. I OFTEN FULFILL MY COMMITMENT TO THE UNIVERSITY AT NIGHT AND ON SATURDAY. MY JOB AT THE UNIVERSITY IS NOT INVESTMENT RELATED. I TEACH COURSES IN TAXATION, FINANCIAL PLANNING, RETIREMENT PLANNING, AND ESTATE PLANNING. MY EMPLOYMENT AT THE UNIVERSITY HAS INCLUDED THE FOLLOWING: JULY 1978 - AUGUST 1980 JUNE 1983 - PRESENT 2)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES.3)USU COMMUNITY CREDIT UNION, 198 NORTH MAIN, LOGAN, UT 84321. INVESTMENT RELATED. HAVE BEEN CHAIR OF BOARD OF DIRECTORS SINCE 1995. APPROX 4 HRS/MONTH DEVOTED TO THIS BUSINESS AND APPROX 2/HRS MONTH DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view E. Vance Grange's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1993

Experience

Current

June 13, 2002 - Present

BEACON FINANCIAL PLANNING, LLC

Office #1: 95 West 100 South Suite 210, Logan, UT 84321

RIA

CRD#: 121462

LOGAN, UT

Past

January 2, 2004 - December 31, 2006

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

LOGAN, UT

Past

January 21, 2000 - December 31, 2003

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

January 10, 1995 - May 22, 2000

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(4/14/2010)

IAR

Utah
(6/13/2002)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/25/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/9/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/8/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/9/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BEACON FINANCIAL PLANNING, LLC

BEACON FINANCIAL PLANNING, LLC | INDEPENDENT 401(K) ADVISORS, LLC

CRD#: 121462 / SEC#:

Connecticut

Registered Investment Advisory firm - (12/31/2011 Terminated)

Idaho

Registered Investment Advisory firm - (8/24/2007 Approved)

Utah

Registered Investment Advisory firm - (6/13/2002 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

95 West 100 South Suite 210, Logan, UT 84321-5811

Mailing Address

Phone number

(435) 752-6496

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	397
AUM (Assets Under Management)	$ 62,063,522

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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E. V. Grange

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view E. Vance Grange's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEACON FINANCIAL PLANNING, LLC

CAMBRIDGE INVESTMENT RESEARCH, INC.

OSAIC WEALTH, INC.

MONY SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 1/25/1995

Series 63

Date: 1/9/1995

Series 7

Date: 7/8/2000

Series 6

Date: 1/9/1995

Current Firm

BEACON FINANCIAL PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BEACON FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

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