Kylee Zane
Investment adviser representative at Beacon Capital, LLC
23 yearsExperience
1 stateRegistered in
$278.3MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Beacon Capital, LLCJul 2019 to now
- Wells Fargo Clearing Services, LLCJan 2011 to Jul 2019
- Wells Fargo BankMay 2003 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (IA).
Beacon Capital, LLC
$278.3MAssets managed
629Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5009525
- Firm CRD
- 286316