# BEACON RETIREMENT PLANNING SERVICES INC.

BEACON RETIREMENT PLANNING SERVICES INC. of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 110038
- Type: SEC-registered investment adviser
- SEC file number: 801-57962
- Location: 17300 PRESTON RD, SUITE 120, C/O MELISSA WHEELER, DALLAS, TX, 75252-5654
- Phone: 972-726-9888
- Latest filing: 2026-03-13
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.3B
- Clients: 18
- Accounts: 2,152

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| Robert Bredt Norwood | ASSISTANT SECRETARY AND ASSISTANT VICE PRESIDENT; EXECUTIVE VICE PRESIDENT OF KESTRA FINANCIAL, INC | — |
| Yin Yin | ASSISTANT SECRETARY; CONTROLLER AT KESTRA FINANCIAL, INC | — |
| Lori Ann Markham | ASSISTANT SECRETARY | — |
| Stephen Anthony Engro | PRESIDENT/ TREASURER/ CHIEF COMPLIANCE OFFICER/ SECRETARY | — |
| Mark Diamond | SENIOR VICE PRESIDENT | — |
| Brandon Keith Sherbert | CHIEF OPERATING OFFICER | — |
| Angela Maren Osborne | COO OF BLUESPRING WEALTH PARTNERS | — |
| ZUCCARRO ROBERT STEVEN | DIRECTOR | — |
| POER JAMES LYNN | PRESIDENT OF KESTRA FINANCIAL, INC; VICE PRESIDENT | — |
| NORWOOD ROBERT BREDT | ASSISTANT SECRETARY AND ASSISTANT VICE PRESIDENT; EXECUTIVE VICE PRESIDENT OF KESTRA FINANCIAL, INC; VICE PRESIDENT, ASSISTANT SECRETARY | — |
| ENGRO STEPHEN ANTHONY | PRESIDENT/ TREASURER; PRESIDENT/ TREASURER/CHIEF COMPLIANCE OFFICER; PRESIDENT/ TREASURER/ CHIEF COMPLIANCE OFFICER/ SECRETARY | — |
| MOSES ROBERT CHARLES | VICE PRESIDENT/SECRETARY | — |
| ZUCCARO ROBERT STEVEN | DIRECTOR | — |
| DIAMOND MARK | SENIOR VICE PRESIDENT; VICE PRESIDENT; VICE PRESIDENT/ SECRETARY | — |
| SCHNEIDER BRETT RONALD | DIRECTOR | — |
| LIESER LORI MICHELL | VICE PRESIDENT | — |
| CAMPBELL ROSS M | VICE PRESIDENT/DIRECTOR | — |
| BECUE MARK ANDREW | DIRECTOR | — |
| BECKER LAWRENCE K | DIRECTOR | — |
| VANDERHEYDEN JOHN PATRICK | EXECUTIVE VICE PRESIDENT OF KESTRA FINANCIAL, INC; VICE PRESIDENT | — |
| ZIPFEL ERIC JOHN | SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| OSBORNE ANGELA MAREN | COO OF BLUESPRING WEALTH PARTNERS | — |
| MARKHAM LORI ANN | ASSISTANT SECRETARY | — |
| SHERBERT BRANDON KEITH | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110038/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110038/similar
- Related entities: https://search.stillhousedata.com/firm/110038/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110038

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.