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Kylee Zane

Beacon Capital, LLC

Cedar Rapids, IA

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Current Employers
Beacon Capital, Llc

375 Collins Road Ne, Suite 120, Cedar Rapids, IA 52402 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2019-07-11
  • IA RA
    APPROVED
    Since 2019-07-11

Branch Locations

375 Collins Road Ne, Suite 120, Cedar Rapids, IA 52402 • United States

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Bank Cedar Rapids IA 05/2003 07/2019
Wells Fargo Clearing Services, Llc Cedar Rapids IA 01/2011 07/2019
Beacon Capital, Llc Cedar Rapids IA 07/2019 Present
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
CodeExamDate
S66 Uniform Combined State Law Examination 2005-11-07
  • S66 Uniform Combined State Law Examination
    2005-11-07
Other Names
  • Kylee Jo Zane
  • Kylee Jo Estenson

View on SEC IAPD

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Other Investors

THOMAS THEO FOX
JEFFREY ALAN HILLEMAN
CORY ROBERT SCHIELTZ
THOMAS JOSEPH BURKE
ERIC MICHAEL KAESTNER
KYLE AMBROSE MCLAUGHLIN
BLAKE DANIEL HELMS
Noah Lee Nabb

Other Offices

OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · CEDAR RAPIDS, IA
VALIC FINANCIAL ADVISORS, INC. · CEDAR RAPIDS, IA
ACCEL WEALTH MANAGEMENT · Cedar Rapids, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Cedar Rapids, IA
EDWARD JONES · CEDAR RAPIDS, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Hiawatha, IA

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