Katherine Dimascolo
Investment adviser representative at Beacon Financial Planning, Inc
15 yearsExperience
1 stateRegistered in
$397.1MFirm assets
8 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Beacon Financial Planning, Inc.Jul 2026 to now
- Osaic Institutions, Inc.Sep 2023 to Apr 2026
- Merrill Lynch, Pierce, Fenner & Smith Inc.Feb 2011 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MA).
Beacon Financial Planning, Inc
$397.1MAssets managed
316Clients
6Advisers
8 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
- 5569104
- Firm CRD
- 175372