John Henseler

BEACON CAPITAL MANAGEMENT

Dayton, OH 45459

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CRD#: 2870926

Professional summary

John Henseler, who also goes by John Robert Henseler, is a registered financial advisor currently at BEACON CAPITAL MANAGEMENT, INC. located in Dayton, Ohio and SAMMONS FINANCIAL NETWORK, LLC located in West Des Moines, Iowa.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. John has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Robert Henseler

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Henseler's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 7, 2022 - Present

BEACON CAPITAL MANAGEMENT, INC.

Office #1: 7777 Washington Village Drive Suite 280, Dayton, OH 45459

RIA

CRD#: 120641

Dayton, OH

Current

February 13, 2012 - Present

SAMMONS FINANCIAL NETWORK, LLC

Office #1: 8300 Mills Civic Parkway, West Des Moines, IA 50266

CRD#: 158538

West Des Moines, IA

Past

November 30, 2012 - November 3, 2021

SPC

RIA

CRD#: 110692

WEST DES MOINES, IA

Past

June 10, 2010 - December 1, 2010

DIRECTED SERVICES LLC

RIA

CRD#: 21675

SCOTTSDALE, AZ

Past

June 9, 2010 - December 1, 2010

DIRECTED SERVICES LLC

CRD#: 21675

WEST CHESTER, PA

Past

July 23, 2009 - April 16, 2010

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

NOVI, MI

Past

July 21, 2009 - April 16, 2010

FIFTH THIRD SECURITIES, INC.

CRD#: 628

NOVI, MI

Past

June 1, 2007 - March 5, 2009

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

April 26, 2006 - April 5, 2007

MML DISTRIBUTORS, LLC

CRD#: 38030

SPRINGFIELD, MA

Past

April 6, 2005 - April 6, 2005

LINCOLN FINANCIAL DISTRIBUTORS, INC.

RIA

CRD#: 145

YPSILANTI, MI

Past

April 22, 2004 - December 31, 2004

LINCOLN FINANCIAL DISTRIBUTORS, INC.

RIA

CRD#: 145

YPSILANTI, MI

Past

April 22, 2004 - March 15, 2006

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

June 3, 2003 - March 25, 2004

DWS INVESTMENT MANAGEMENT AMERICAS, INC.

RIA

CRD#: 104518

CHICAGO, IL

Past

November 18, 1998 - March 25, 2004

DWS DISTRIBUTORS, INC.

CRD#: 37306

CHICAGO, IL

Past

April 16, 1997 - February 6, 1998

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BEACON CAPITAL MANAGEMENT, INC.

BEACON CAPITAL MANAGEMENT, INC. | ZERO COMMISSION PORTFOLIOS

CRD#: 120641 / SEC#: 801-61249

RIA

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

Florida

Registered Investment Advisory firm - (6/6/2002 Cancelled)

Indiana

Registered Investment Advisory firm - (2/25/2003 Terminated)

New York

Registered Investment Advisory firm - (1/14/2003 Terminated)

Ohio

Registered Investment Advisory firm - (1/1/2001 Terminated)

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).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Iowa
(2/7/2022)

Michigan
(2/13/2012)

Ohio
(2/13/2012)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/25/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/25/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 5/1/1997

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/14/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/30/2001

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

BEACON CAPITAL MANAGEMENT, INC.

BEACON CAPITAL MANAGEMENT, INC. | ZERO COMMISSION PORTFOLIOS

CRD#: 120641 / SEC#: 801-61249

RIA

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

Florida

Registered Investment Advisory firm - (6/6/2002 Cancelled)

Indiana

Registered Investment Advisory firm - (2/25/2003 Terminated)

New York

Registered Investment Advisory firm - (1/14/2003 Terminated)

Ohio

Registered Investment Advisory firm - (1/1/2001 Terminated)

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Contact information

Main Address

7777 Washington Village Drive Suite 280, Dayton, OH 45459

Mailing Address

Phone number

(937) 439-9093

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEACON CAPITAL - FORM ADV PART 2A (8/30/2025)

BEACON CAPITAL MANAGEMENT WRAP FEE BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	13,893
AUM (Assets Under Management)	$ 4,669,480,758

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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Advisor Monitoring

Firm Stability Insights

John Henseler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Henseler's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAMMONS FINANCIAL NETWORK, LLC

SPC

DIRECTED SERVICES LLC

DIRECTED SERVICES LLC

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

GOLDMAN SACHS & CO. LLC

MML DISTRIBUTORS, LLC

LINCOLN FINANCIAL DISTRIBUTORS, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

DWS INVESTMENT MANAGEMENT AMERICAS, INC.

DWS DISTRIBUTORS, INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

BEACON CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/25/1997

Series 63

Date: 4/25/1997

SIE

Date: 10/1/2018

Series 31

Date: 5/1/1997

Series 7

Date: 4/14/1997

Series 24

Date: 4/30/2001

FINRA

Current Firm

BEACON CAPITAL MANAGEMENT, INC.

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEACON CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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