Bryan C. Beamer

IPLAN

Winter Haven, FL 33884

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CRD#: 4756995

Professional summary

Bryan Christopher Beamer, who also goes by Bryan Beamer, is a registered financial advisor currently at IPLAN located in Winter Haven, Florida.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Bryan has worked at 10 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bryan Beamer

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. OHIO NATIONAL LIFE, ONE FINANCIAL WAY, CINCINNATI, OH, 5/2018 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 1/MO - 1/TRADING. 2. iGIVE, LLC, WINTER HAVEN, FL, CHARITABLE WEALTH COACHING, OWNER, CONSULTANT, 1/17/2025, CONSULT NON-PROFIT ORGANIZATIONS ON HOW TO IMPROVE DONOR PARTICIPATION USING CHARITABLE WEALTH STRATEGIES, NIR, 4-6/MO, 1-2/TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Christopher Beamer'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®

None

Experience

Current

May 4, 2021 - Present

IPLAN

Office #1: 2514 Partridge Dr., Winter Haven, FL 33884

RIA

CRD#: 294929

Winter Haven, FL

Past

April 9, 2018 - April 29, 2021

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Rockville, MD

Past

April 9, 2018 - April 29, 2021

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Rockville, MD

Past

February 3, 2017 - March 20, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Rockville, MD

Past

February 3, 2017 - March 20, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Rockville, MD

Past

April 19, 2016 - February 9, 2017

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

ROCKVILLE, MD

Past

January 28, 2014 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

Rockville, MD

Past

January 28, 2014 - February 9, 2017

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

Rockville, MD

Past

February 8, 2010 - January 9, 2014

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

ROCKVILLE, MD

Past

February 2, 2010 - January 9, 2014

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ROCKVILLE, MD

Past

June 15, 2009 - February 1, 2010

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

GAITHERSBURG, MD

Past

May 12, 2009 - February 1, 2010

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

GAITHERSBURG, MD

Past

April 6, 2004 - December 14, 2006

EDWARD JONES

CRD#: 250

HELLERTOWN, PA

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

Florida
(8/16/2022)

IAR

Maryland
(5/4/2021)

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: 6/12/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/3/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/23/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/5/2004

General Securities Representative Examination

Current Firm

IPLAN

IPLAN | IPLAN, LLC

CRD#: 294929 / SEC#:

Florida

Registered Investment Advisory firm - (8/16/2022 Approved)

Maryland

Registered Investment Advisory firm - (4/16/2021 Approved)

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Contact information

Main Address

2514 Partridge Dr., Winter Haven, FL 33884

Mailing Address

Phone number

(202) 600-9605

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	109
AUM (Assets Under Management)	$ 33,146,170

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

Bryan C. Beamer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Christopher Beamer's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 65

Date: 6/12/2009

Series 63

Date: 3/3/2009

Series 7TO

Date: 3/23/2024

SIE

Date: 10/1/2018

Series 7

Date: 4/5/2004

Current Firm

IPLAN

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

IPLAN

TRUST BUT VERIFY

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