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10965 Granada Lane Suite 104, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-04-20 |
Branch Locations
10965 Granada Lane Suite 104, Overland Park, KS 66211 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton | IL | 04/2008 | 10/2021 |
| Creativeone Wealth, Llc | Leawood | KS | 10/2021 | 05/2025 |
| Beacon Wealth Services | Overland Park | KS | 05/2025 | Present |
| Beacon Wealth Advisory Llc | Overland Park | KS | 04/2026 | Present |
ENTITY: BEACON WEALTH SERVICES; NATURE: INSURANCE SALES; POSITION: Insurance Agent; LOCATION: OVERLAND PARK, KS; STARTED: 2025. APPROXIMATELY 80 HRS/MONTH AND APPROXIMATELY 40 HRS/MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-06 |
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