BEACON RETIREMENT PLANNING SERVICES INC. of DALLAS, TX is an SEC-registered investment adviser (CRD 110038). Regulatory assets under management: $1.3B.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Charities.
| 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 | — |