| Name | Title | Ownership | Since |
|---|---|---|---|
| Angela Maren Osborne Control | Coo Of Bluespring Wealth Partners | Under 5% | 2021 |
| Brandon Keith Sherbert Control | Chief Operating Officer | Under 5% | 2013 |
| Kestra Financial, Inc Control | Managing Member | Over 75% | 2014 |
Beacon Retirement Planning Services Inc. reports $1.1 billion in regulatory assets under management on its Form ADV.
Beacon Retirement Planning Services Inc. reports 16 employees.
Beacon Retirement Planning Services Inc. is based in Dallas, TX and has been SEC-registered since 2000.
Beacon Retirement Planning Services Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 17300 Preston Rd, Suite 120, C/O Melissa Wheeler, Dallas, TX 75252-5654 |
| Phone | 972-726-9888 |
| Fax | 972-726-9880 |
| Office hours | 8a.m. Cst - 5p.m. Cst |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.14B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.14B |