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Brett Lee Agnew

Investment Adviser Representative at BEACON CAPITAL MANAGEMENT, INC.

Dayton, OHCRD #3211821Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
States Registered
1 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brett Lee Agnew has worked in the securities industry since 2001. They are registered to provide investment advisory services in Iowa.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Iowa
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/26/2022
Series 63
Uniform Securities Agent State Law Examination
Passed 11/27/2001
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 5/24/1999
Series 24
General Securities Principal Examination
Passed 2/27/2002

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0–$499,999.990.55%
$500,000–$999,999.990.35%
$1,000,000+0.15%
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Beacon Capital Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BEACON CAPITAL MANAGEMENT, INC.Current
9/26/2022Dayton, OH
DEWAAY FINANCIAL NETWORK, LLC
10/14/20105/31/2012Clive, IA
DFA SECURITIES LLC
7/25/200810/7/2010Austin, TX
QUASAR DISTRIBUTORS, LLC
3/16/20065/19/2008Portland, ME
QUASAR DISTRIBUTORS, LLC
11/19/200412/16/2004Portland, ME
THRIVENT INVESTMENT MANAGEMENT INC.
8/2/20019/10/2004Minneapolis, MN
PRINCOR FINANCIAL SERVICES CORPORATION
5/25/19996/22/2001Des Moines, IA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brett Lee Agnew has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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