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Beacon Financial Planning, LLC CRD 121462
$62.1M regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
95 West 100 South Suite 210, Logan, UT 84321-5811 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2010-04-14 |
| UT | RA | APPROVED | 2002-06-13 |
Branch Locations
95 West 100 South Suite 210, Logan, UT 84321 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| School Of Accountancy, Utah State Univ. | Logan | UT | 06/1983 | 06/2020 |
| Beacon Financial Planning Llc | Logan | UT | 10/2002 | Present |
1)I CURRENTLY WORK AS AN EMPLOYEE OF THE SCHOOL OF ACCOUNTANCY AT UTAH STATE UNIVERSITY. I WORK AS A TENURED, FULL-TIME ASSISTANT PROFESSOR. I WORK FULL-TIME HOURS BUT MY SCHEDULE IS FLEXIBLE. I OFTEN FULFILL MY COMMITMENT TO THE UNIVERSITY AT NIGHT AND ON SATURDAY. MY JOB AT THE UNIVERSITY IS NOT INVESTMENT RELATED. I TEACH COURSES IN TAXATION, FINANCIAL PLANNING, RETIREMENT PLANNING, AND ESTATE PLANNING. MY EMPLOYMENT AT THE UNIVERSITY HAS INCLUDED THE FOLLOWING: JULY 1978 - AUGUST 1980 JUNE 1983 - PRESENT 2)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES.3)USU COMMUNITY CREDIT UNION, 198 NORTH MAIN, LOGAN, UT 84321. INVESTMENT RELATED. HAVE BEEN CHAIR OF BOARD OF DIRECTORS SINCE 1995. APPROX 4 HRS/MONTH DEVOTED TO THIS BUSINESS AND APPROX 2/HRS MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-09 |
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