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David G. Cox

BEACON WEALTH ADVISORY
Overland Park, KS 66211
Some features on this profile are disabled
CRD#: 5518178
DC

Professional summary

David Gene Cox, who also goes by David Cox, is a registered financial advisor currently at BEACON WEALTH ADVISORY located in Overland Park, Kansas.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. David has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

David Cox

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 David Gene Cox'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

April 20, 2026 - Present

BEACON WEALTH ADVISORY

Office #1: 10965 Granada Lane Suite 104, Overland Park, KS 66211
RIA
CRD#: 287532
Overland Park, KS
Past

October 15, 2021 - May 13, 2025

CREATIVEONE WEALTH, LLC

RIA
CRD#: 281213
Overland Park, KS
Past

April 10, 2008 - October 15, 2021

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA
CRD#: 141413
OVERLAND PARK, KS

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
Kansas
(4/20/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/6/2007
Uniform Investment Adviser Law Examination

Current Firm

BW
BEACON WEALTH ADVISORY
BEACON WEALTH ADVISORY | BEACON WEALTH ADVISORY LLC

CRD#: 287532 / SEC#:

Kansas
Registered Investment Advisory firm - (4/28/2017 Approved)
Missouri
Registered Investment Advisory firm - (9/18/2019 Approved)
North Carolina
Registered Investment Advisory firm - (2/24/2023 Approved)
Texas
Registered Investment Advisory firm - (1/3/2023 Conditional Restricted)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
10965 Granada Lane Suite 104, Overland Park, KS 66211
Mailing Address
Phone number
+1 (800) 994-8993
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

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.

Company Information

BEACON WEALTH ADVISORY

CRD#: 287532Overland Park, KS 66211

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