Inactive

Nathan Thomas Salisbury

Beacon Financial Planning, LLC

CRD 6662761

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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
UT	RA	APPROVED	2016-08-29

UT RA
APPROVED

Since 2016-08-29

Branch Locations

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

Midvale, UT • 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
Young Auto Mall	Logan	UT	04/2016	12/2016
Aloha Ski & Snowboard Rental	Park City	UT	01/2016	12/2018
Prestman Auto	Murray	UT	01/2017	12/2017
Beacon Financial Planning, Llc	Logan	UT	01/2016	Present

04/2016 → 12/2016

Young Auto Mall

Logan, UT
01/2016 → 12/2018

Aloha Ski & Snowboard Rental

Park City, UT
01/2017 → 12/2017

Prestman Auto

Murray, UT
01/2016 → Present

Beacon Financial Planning, Llc

Logan, UT

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-08-29

S65 Uniform Investment Adviser Law Examination

2016-08-29

View on SEC IAPD

Nearby Firms

HAROLD DANCE INVESTMENTS

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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