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Tom M. Owiti
BEACON WEALTH CONSULTANTS
Lansing, MI
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CRD#: 6140696
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Professional summary
Tom Mboya Owiti is a registered financial advisor currently at BEACON WEALTH CONSULTANTS, INC. located in Lansing, Michigan.
Tom is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Tom has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Tom is Principal and Owner of Parousia Life Matter, LLC, a financial services business offering financial coaching, consulting, advisory and planning services to families and individuals from 6/2014 to Present. I receive compensation for coaching individual to get out of debt and get on a financial plan that ensure their financial freedom, security and satisfaction.
CRS (Client Relationship Summary) - RIA
Click below to view Tom Mboya Owiti'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®
NoneExperience
Current
September 3, 2024 - Present
BEACON WEALTH CONSULTANTS, INC.
RIA
CRD#: 154939
Lansing, MI
Past
June 2, 2016 - December 31, 2017
PFS INVESTMENTS INC.
RIA
CRD#: 10111
MADISON, WI
Past
April 26, 2016 - December 31, 2017
PFS INVESTMENTS INC.
BD
CRD#: 10111
MADISON, WI
Past
February 4, 2013 - June 4, 2014
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
BATTLE CREEK, MI
Past
January 11, 2013 - June 4, 2014
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
BATTLE CREEK, MI
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".
BW
BEACON WEALTH CONSULTANTS, INC.
BEACON WEALTH CONSULTANTS, INC. | LIGHTPOINT PORTFOLIOS
CRD#: 154939 / SEC#: 801-118970
RIA
Registered Investment Advisory firm - (6/26/2020 Approved)Florida
Registered Investment Advisory firm - (6/26/2020 Terminated)Indiana
Registered Investment Advisory firm - (11/15/2018 Terminated)New Jersey
Registered Investment Advisory firm - (11/18/2020 Terminated)Ohio
Registered Investment Advisory firm - (11/21/2019 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/7/2020 Terminated)Tennessee
Registered Investment Advisory firm - (6/29/2020 Terminated)Texas
Registered Investment Advisory firm - (6/26/2020 Terminated)Virginia
Registered Investment Advisory firm - (6/27/2020 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.Highlighted states indicate IAR registrations
IAR
Michigan(9/3/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BW
BEACON WEALTH CONSULTANTS, INC.
BEACON WEALTH CONSULTANTS, INC. | LIGHTPOINT PORTFOLIOS
CRD#: 154939 / SEC#: 801-118970
RIA
Registered Investment Advisory firm - (6/26/2020 Approved)Florida
Registered Investment Advisory firm - (6/26/2020 Terminated)Indiana
Registered Investment Advisory firm - (11/15/2018 Terminated)New Jersey
Registered Investment Advisory firm - (11/18/2020 Terminated)Ohio
Registered Investment Advisory firm - (11/21/2019 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/7/2020 Terminated)Tennessee
Registered Investment Advisory firm - (6/29/2020 Terminated)Texas
Registered Investment Advisory firm - (6/26/2020 Terminated)Virginia
Registered Investment Advisory firm - (6/27/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
302 Washington Ave. Sw, Roanoke, VA 24016-4312
Mailing Address
Phone number
(540) 345-3891
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,097 |
| AUM (Assets Under Management) | $ 236,888,006 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
