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Isaiah Stegman

Investment adviser representative at Beacon Capital Management, Inc.
12 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

12 years in the industry.

  1. Beacon Capital Management, Inc.Feb 2023 to now
  2. Fbl Financial GroupAug 2021 to now
  3. Fbl Marketing ServicesAug 2021 to now
  4. Voya Financial AdvisorsSep 2014 to Jun 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 65 · Uniform Investment Adviser Law2022

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
6022562
Firm CRD
120641
Advisor's SEC record (opens in a new tab)
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