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Adam Roepsch

Beacon Capital Management, Inc.

Dayton, OH

West Des Moines, IA

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Current Employers
Beacon Capital Management, Inc.

7777 Washington Village Drive Suite 280, Dayton, OH 45459 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2023-12-07
  • IA RA
    APPROVED
    Since 2023-12-07

Branch Locations

7777 Washington Village Drive Suite 280, Dayton, OH 45459 • United States

8300 Mills Civic Pkwy, West Des Moines, IA 50266 • 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
Hyvee Waukee IA 10/2014 03/2017
Costco West Des Moines IA 04/2017 12/2017
N/A Ames IA 12/2017 06/2020
Hyvee West Des Moines IA 06/2020 08/2020
N/A Ames IA 08/2020 12/2021
Sammons Financial West Des Moines IA 12/2021 10/2023
Sammons Financial West Des Moines IA 10/2023 Present
Beacon Capital Management, Inc. West Des Moines IA 11/2023 Present
  • 10/2014 → 03/2017
    Hyvee
    Waukee, IA
  • 04/2017 → 12/2017
    Costco
    West Des Moines, IA
  • 12/2017 → 06/2020
    N/A
    Ames, IA
  • 06/2020 → 08/2020
    Hyvee
    West Des Moines, IA
  • 08/2020 → 12/2021
    N/A
    Ames, IA
  • 12/2021 → 10/2023
    Sammons Financial
    West Des Moines, IA
  • 10/2023 → Present
    Sammons Financial
    West Des Moines, IA
  • 11/2023 → Present
    Beacon Capital Management, Inc.
    West Des Moines, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-07
  • S65 Uniform Investment Adviser Law Examination
    2023-12-07
Other Names
  • Adam Matthew Roepsch

View on SEC IAPD

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JONATHAN MICHAEL RICHARD
BEN HOWARD FELDMEYER
Austin Phillip Barnard
DAVID ROBERT HOLTZ
PHILIP VINCENT GALLAGHER

Other Offices

TRANSAMERICA FINANCIAL ADVISORS, LLC · Dayton, OH
ONESEVEN · DAYTON, OH
OSAIC WEALTH, INC. · CENTERVILLE, OH
LPL FINANCIAL LLC · CENTERVILLE, OH
IME FINANCIAL, LLC · KETTERING, OH
CETERA INVESTMENT ADVISERS LLC · Kettering, OH
HARBOUR INVESTMENTS, INC. · KETTERING, OH
OSAIC WEALTH, INC. · CENTERVILLE, OH

More in Dayton, OH

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