David Scott Trettel
Investment adviser representative at Beacon Financial Strategies Corp.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$309.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Beacon Financial Strategies Corp.Sep 2024 to now
- UnemployedJan 2024 to Sep 2024
- BairdJul 2023 to Jan 2024
- UnemployedNov 2022 to Jul 2023
- Strategic Wealth DesignersJun 2022 to Nov 2022
- UnemployedApr 2022 to Jun 2022
- Weston Banks Wealth PartnersJan 2022 to Apr 2022
- Charles Schwab & Co., IncJul 2020 to Dec 2021
- Charles Schwab Bank, SsbJul 2020 to Dec 2021
- Wells Fargo Advisors, LLCOct 2015 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NC).
Beacon Financial Strategies Corp.
$309.4MAssets managed
141Clients
4Advisers
9 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
- 6432359
- Firm CRD
- 132987