Connor Roggie
Investment adviser representative at Beacon Capital Management, LLC
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm 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
- Seminars and workshops
Experience
23 years in the industry.
- Beacon Capital Management, LLCAug 2023 to now
- Radnor Wealth Management, PllcOct 2021 to Jul 2023
- Lucas MichaelAug 2020 to Sep 2021
- Northwestern Mutual Investment Services LLCAug 2020 to Sep 2021
- Jonathan GraeserSep 2019 to Sep 2021
- Cetera Investment Services LLCJul 2019 to Aug 2019
- Home DepotJun 2019 to Aug 2019
- Chosen ImaJun 2017 to Aug 2017
- Grove City CollegeJun 2003 to May 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TN).
Beacon Capital Management, LLC
$1.3BAssets managed
2,098Clients
18Advisers
11 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
- 7122576
- Firm CRD
- 156228