Inactive

Mark David Weaver

Beacon Financial Planning, LLC

CRD 4716608

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Employer firm

Beacon Financial Planning, LLC CRD 121462

$62.1M regulatory AUM 5 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Beacon Financial Planning, Llc

95 West 100 South Suite 210, Logan, UT 84321-5811 • United States

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2011-04-14
UT	RA	APPROVED	2011-04-14

ID RA
APPROVED

Since 2011-04-14
UT RA
APPROVED

Since 2011-04-14

Branch Locations

95 West 100 South Suite 210, Logan, UT 84321-5811 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Daines Goodwin & Co	Salt Lake City	UT	10/2012	10/2016
Seedstone, Inc	Alpine	UT	10/2016	10/2020
Strada Tax And Consulting	Fairview	OR	10/2020	Present

10/2012 → 10/2016

Daines Goodwin & Co

Salt Lake City, UT
10/2016 → 10/2020

Seedstone, Inc

Alpine, UT
10/2020 → Present

Strada Tax And Consulting

Fairview, OR

Other Businesses

Tax advice and consulting.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-04-13

S65 Uniform Investment Adviser Law Examination

2011-04-13

View on SEC IAPD

Nearby Firms

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LPL FINANCIAL LLC

Nearby Investors

JACK W PETERSON

STEPHEN F NEELEY

AARON JAMES NEELEY

Nearby Offices

HAROLD DANCE INVESTMENTS · LOGAN, UT

EDWARD JONES · LOGAN, UT

LPL FINANCIAL LLC · LOGAN, UT

More in Logan, UT

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