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James Patrick Geissler

Beacon Pointe Advisors, LLC

Newport Beach, CA

River Falls, WI

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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-11-24
  • WI RA
    APPROVED
    Since 2025-11-24

Branch Locations

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

715 Troy St., River Falls, WI 54022 • 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
Schechter Dokken Kanter Cpas Minneapolis MN 01/2014 09/2017
Geissler Cpa, Inc. River Falls WI 09/2017 Present
Beacon Pointe Advisors, Llc River Falls WI 11/2025 Present
Landmark Wealth Management Group River Falls WI 09/2017 11/2024
  • 01/2014 → 09/2017
    Schechter Dokken Kanter Cpas
    Minneapolis, MN
  • 09/2017 → Present
    Geissler Cpa, Inc.
    River Falls, WI
  • 11/2025 → Present
    Beacon Pointe Advisors, Llc
    River Falls, WI
  • 09/2017 → 11/2024
    Landmark Wealth Management Group
    River Falls, WI
Previous Registrations
  • 2024-03-01 → 2024-11-14
    Landmark Wealth Management Group
    River Falls, WI
    Lake Elmo, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-08
  • S65 Uniform Investment Adviser Law Examination
    2023-12-08

View on SEC IAPD

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