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Isaiah Stegman

BEACON CAPITAL MANAGEMENT
West Des Moines, IA 50266
Some features on this profile are disabled
CRD#: 6022562
IS

Professional summary

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

Isaiah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Isaiah has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 52, Series 7, Series 6, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Isaiah John Stegman

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 Isaiah Stegman'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 9, 2023 - Present

BEACON CAPITAL MANAGEMENT, INC.

Office #1: 8300 Mills Civic Parkway, West Des Moines, IA 50266
RIA
CRD#: 120641
West Des Moines, IA
Current

February 9, 2023 - Present

SAMMONS FINANCIAL NETWORK, LLC

Office #1: 8300 Mills Civic Parkway, West Des Moines, IA 50266
BD
CRD#: 158538
West Des Moines, IA
Past

November 30, 2022 - January 10, 2023

FBL WEALTH MANAGEMENT, LLC

RIA
CRD#: 291396
West Des Moines, IA
Past

August 26, 2021 - January 10, 2023

FBL MARKETING SERVICES, LLC

BD
CRD#: 5309
WEST DES MOINES, IA
Past

October 2, 2013 - June 15, 2021

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
DES MOINES, IA
Past

February 13, 2012 - October 2, 2013

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
DES MOINES, IA

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".
BC
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)

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.
RR
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

RR
Iowa
(2/9/2023)
IAR
Iowa
(2/9/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/21/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/30/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 52
Date: 10/16/2017
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 9/21/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/11/2012
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 11/20/2017
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/13/2017
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BC
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)
Loading...

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
22

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BEACON CAPITAL - WRAP FEE BROCHURE (1/13/2026)
BEACON CAPITAL - FORM ADV PART 2A (8/30/2025)

Regulatory assets under management

Total Number of Accounts13,893
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.

Company Information

BEACON CAPITAL MANAGEMENT, INC.

CRD#: 120641West Des Moines, IA 50266

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