Christopher Joseph Kobes
Investment adviser representative at Beacon Capital Management, Inc.
10 yearsExperience
1 stateRegistered in
$4.3BFirm assets
24 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Beacon Capital Management, Inc.Nov 2022 to now
- Midland National Life Insurance CompanyNov 2022 to now
- Sammons Financial Network, LLC.Nov 2022 to now
- Avantax Investment Services, Inc.Sep 2020 to Nov 2022
- Proequities, Inc.Apr 2016 to Sep 2020
- Honkamp Krueger Financial Services IncFeb 2016 to Nov 2022
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (IA).
Beacon Capital Management, Inc.
$4.3BAssets managed
10,456Clients
26Advisers
24 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
- 5825462
- Firm CRD
- 120641