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Isaiah Stegman

Investment Adviser Representative at BEACON CAPITAL MANAGEMENT, INC.

West Des Moines, IACRD #6022562Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
1 states
Exams Passed
8

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Iowa
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/21/2022
Series 63
Uniform Securities Agent State Law Examination
Passed 5/30/2013
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 52
Municipal Securities Representative Examination
Passed 10/16/2017
Series 7
General Securities Representative Examination
Passed 9/21/2015
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/11/2012
Series 53
Municipal Securities Principal Examination
Passed 11/20/2017
Series 24
General Securities Principal Examination
Passed 1/13/2017

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
2/9/2023West Des Moines, IA
FBL WEALTH MANAGEMENT, LLC
11/30/20221/10/2023West Des Moines, IA

Official records & sources

Data as of August 10, 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. Isaiah Stegman 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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Isaiah Stegman - Financial Advisor in West Des Moines, IA | AdvisorFinder