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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-05
MN RA APPROVED 2024-10-30
  • TX RA
    APPROVED
    Since 2025-03-05
  • MN RA
    APPROVED
    Since 2024-10-30

Branch Locations

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

20700 Chippendale Ave., Suite 9, Farmington, MN 55024 • 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
OrganizationCityStateFromTo
Thrivent Investment Management Inc Farmington MN 05/2011 11/2020
Thrivent Financial For Lutherans Appleton WI 04/2012 02/2021
Thrivent Advisor Network, Llc Dba Landmark Wealth Management Farmington MN 11/2020 08/2022
Purshe Kaplan Sterling Inv Albany NY 02/2021 06/2025
Landmark Wealth Management Group Lake Elmo MN 08/2022 10/2024
Beacon Pointe Advisors Farmington MN 10/2024 Present
Beacon Pointe Insurance Services Farmington MN 10/2024 Present
  • 05/2011 → 11/2020
    Farmington, MN
  • 04/2012 → 02/2021
    Thrivent Financial For Lutherans
    Appleton, WI
  • 11/2020 → 08/2022
    Thrivent Advisor Network, Llc Dba Landmark Wealth Management
    Farmington, MN
  • 02/2021 → 06/2025
    Purshe Kaplan Sterling Inv
    Albany, NY
  • 08/2022 → 10/2024
    Landmark Wealth Management Group
    Lake Elmo, MN
  • 10/2024 → Present
    Beacon Pointe Advisors
    Farmington, MN
  • 10/2024 → Present
    Beacon Pointe Insurance Services
    Farmington, MN
Previous Registrations
Other Businesses

Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 10/2024; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident). SUPPORT OUR TROOPS HAUNTED HOUSE GROUP POSITION: Board Member NATURE: Annual haunted house fundraiser. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2003 ADDRESS: 1910 260th St W, Farmington MN 55024, United States DESCRIPTION: Help decide where to send the money, organize activities and plan, set up and work the haunted house.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-09
  • S66 Uniform Combined State Law Examination
    2012-03-09
Designations
Other Names
  • Jennifer Lee Beyl
  • Jennifer Lee Schroeder
  • Jennifer Beyl-Lee

View on SEC IAPD

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