Christopher Joseph Kobes

Employer firm

Beacon Capital Management, Inc. CRD 120641

$4.26B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 02/2016 → 11/2022
  Honkamp Krueger Financial Services Inc
  Urbandale, IA
• 04/2016 → 09/2020
  Proequities, Inc.
  Des Moines, IA
• 09/2020 → 11/2022
  Avantax Investment Services, Inc.
  Urbandale, IA
• 11/2022 → 05/2024
  Sammons Financial Network, Llc
  West Des Moines, IA
• 11/2022 → Present
  Beacon Capital Management, Inc.
  Dayton, OH
• 11/2022 → Present
  Midland National Life Insurance Company
  West Des Moines, IA
• 05/2024 → Present
  Sammons Financial Network, Llc.
  West Des Moines, IA

Previous Registrations

• 2016-05-18 → 2022-11-30
  Avantax Planning Partners, Inc.
  Des Moines, IA
• 2016-05-17 → 2016-05-18
  Concourse Financial Group Securities, Inc.
  Urbandale, IA
  Dubuque, IA
  Birmingham, AL

Exams

• S66 Uniform Combined State Law Examination
  2016-05-17

Other Names

• Chris J Kobes