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Bryan Christopher Beamer

Iplan

Winter Haven, FL

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Current Employers
Iplan

2514 Partridge Dr., Winter Haven, FL 33884 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
MD RA APPROVED 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01
  • MD RA
    APPROVED
    Since 2025-01-01

Branch Locations

2514 Partridge Dr., Winter Haven, FL 33884 • 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
OrganizationCityStateFromTo
Kestra Financial Services, Inc. Austin TX 04/2016 02/2017
Ameriprise Financial Services, Inc. Rockville MD 02/2017 03/2018
Cambridge Investment Research, Inc. Fairfield IA 04/2018 04/2021
Cambridge Investment Research Advisors, Inc. Fairfield IA 04/2018 04/2021
Iplan Llc Winter Haven FL 04/2021 Present
  • 04/2016 → 02/2017
    Kestra Financial Services, Inc.
    Austin, TX
  • 02/2017 → 03/2018
    Ameriprise Financial Services, Inc.
    Rockville, MD
  • 04/2018 → 04/2021
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 04/2018 → 04/2021
    Fairfield, IA
  • 04/2021 → Present
    Iplan Llc
    Winter Haven, FL
Previous Registrations
Other Businesses

1. OHIO NATIONAL LIFE, ONE FINANCIAL WAY, CINCINNATI, OH, 5/2018 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 1/MO - 1/TRADING. 2. Transamerica Life Insurance Company, Cedar Rapids, IA, 2/26/2024 AS INDEPENDENT INSURANCE AGENT. INV REL - 1/MO - 1/TRADING. 3. iGIVE, LLC, WINTER HAVEN, FL, CHARITABLE WEALTH COACHING, OWNER, CONSULTANT, 1/17/2025, CONSULT NON-PROFIT ORGANIZATIONS ON HOW TO IMPROVE DONOR PARTICIPATION USING CHARITABLE WEALTH STRATEGIES, NIR, 4-6/MO, 1-2/TRADING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-06-12
S63 Uniform Securities Agent State Law Examination 2009-03-03
  • S65 Uniform Investment Adviser Law Examination
    2009-06-12
  • S63 Uniform Securities Agent State Law Examination
    2009-03-03
Other Names
  • Bryan Beamer

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