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Parker Lewis Stewart

Beacon Pointe Advisors, LLC

Warsaw, IN

Newport Beach, CA

CRD 7549373

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Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-05-11
  • IN RA
    APPROVED
    Since 2026-05-11

Branch Locations

122 W Market Street, Warsaw, IN 46580 • United States

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • 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
Beacon Pointe Advisors, Llc Warsaw IN 07/2025 Present
Alderfer Bergen Warsaw IN 01/2023 06/2025
Nexus Rbi Marion IN 01/2021 01/2022
Menards Warsaw IN 06/2018 09/2019
Indiana Wesleyan University Marion IN 08/2020 04/2024
Student Warsaw IN 01/2016 05/2018
Grace College & Seminary Winona Lake IN 09/2018 05/2020
  • 07/2025 → Present
    Beacon Pointe Advisors, Llc
    Warsaw, IN
  • 01/2023 → 06/2025
    Alderfer Bergen
    Warsaw, IN
  • 01/2021 → 01/2022
    Nexus Rbi
    Marion, IN
  • 06/2018 → 09/2019
    Menards
    Warsaw, IN
  • 08/2020 → 04/2024
    Indiana Wesleyan University
    Marion, IN
  • 01/2016 → 05/2018
    Student
    Warsaw, IN
  • 09/2018 → 05/2020
    Grace College & Seminary
    Winona Lake, IN
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

ANDREW JOSEPH MANES
BRADLEY KURT SKILES
Jay Maurice Hinkel

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Warsaw, IN
LPL FINANCIAL LLC · WARSAW, IN
AMERIPRISE FINANCIAL SERVICES, LLC · Warsaw, IN

More in Warsaw, IN

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