Kylee Zane

Employer firm

Beacon Capital, LLC CRD 286316

$278M regulatory AUM 167 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2003 → 07/2019
  Wells Fargo Bank
  Cedar Rapids, IA
• 01/2011 → 07/2019
  Wells Fargo Clearing Services, Llc
  Cedar Rapids, IA
• 07/2019 → Present
  Beacon Capital, Llc
  Cedar Rapids, IA

Previous Registrations

• 2011-01-03 → 2019-07-12
  Wells Fargo Clearing Services, Llc
  Cedar Rapids, IA
  Cedar Rapids, IA
  West Des Moines, IA
  Minneapolis, MN
  West Des Moines, IA
  Cedar Rapids, IA
  Cedar Rapids, IA
  Davenport, IA
• 2005-11-14 → 2011-01-03
  Wells Fargo Investments, Llc
  Cedar Rapids, IA
  Cedar Rapids, IA
  Cedar Rapids, IA
  Cedar Rapids, IA

Other Businesses

CURRENTLY A LICENSED INSURANCE AGENT BUT WILL NOT BE SELLING INSURANCE AT THIS TIME.

Exams

• S66 Uniform Combined State Law Examination
  2005-11-07

Other Names

• Kylee Jo Zane
• Kylee Jo Estenson