Kylee Zane
Advisor at Beacon Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Beacon Capital, LLC
Location
Cedar Rapids, IA 52402
Credentials
Series 66
Industry experience
20 years
About
Kylee Zane is a financial advisor at Beacon Capital, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services, LLC and Wells Fargo Bank. Kylee is currently a licensed insurance agent but is not selling insurance at this time. Beacon Capital, LLC provides discretionary asset management to individuals, corporations, and retirement plans, serving as a 3(21) ERISA advisor for qualified plans. The firm constructs portfolios tailored to clients’ goals and risk tolerance using fundamental and technical analysis alongside modern portfolio theory.
Client services
Based on Beacon Capital, LLC
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Beacon Capital, LLC
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Fee options
$0 - $250,000: 2.20% annually $250,001 - $500,000: 2.00% annually $500,001 - $1,000,000: 1.80% annually $1,000,001 - $2,000,000: 1.60% annually $2,000,001 - $5,000,000: 1.45% annually $5,000,001 - $10,000,000: 1.30% annually $10,000,001+: 1.15% annually
Location
375 Collins Road Ne,, Suite 120
Cedar Rapids, IA 52402
Most active in
Kylee Z has reported serving >5 clients in these states in the last 12 months.
Iowa
Work history
Beacon Capital, LLC
2019 - Present (7 years)
Wells Fargo Clearing
2011 - 2019 (8 years)
Wells Fargo bank
2003 - 2019 (16 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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