Cole Miles Erickson
Investment adviser representative at Beacon Capital, LLC
15 yearsExperience
1 stateRegistered in
$278.3MFirm assets
5 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Beacon Capital, LLCJan 2024 to now
- Cme, Inc.Jan 2022 to now
- Sole ProprietorOct 2021 to Jan 2022
- Bankers Life Advisory Services, IncFeb 2021 to Nov 2021
- Bankers Life & Casualty, IncAug 2020 to Oct 2021
- Iowa Family FarmsOct 2017 to May 2020
- Asg ConstructionApr 2017 to Jun 2018
- Full-time StudentAug 2011 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IA).
Beacon Capital, LLC
$278.3MAssets managed
629Clients
5Advisers
5 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
- 7296535
- Firm CRD
- 286316