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Joshua M Pratt

BEACON WEALTH ADVISORS, LLC·MCHENRY, Illinois
SIE, Series 6, Series 7, Series 63, Series 66Clean record10 years registeredBEACON WEALTH ADVISORS, LLC
5435 BULL VALLEY ROAD, MCHENRY, IL 60050CRD# 2911564Firm CRD# 171748

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua M Pratt · MCHENRY, IL
Registration
CRD #2911564 · BEACON WEALTH ADVISORS, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

HARBOUR INVESTMENTS, INC.
Dec 2023 – present
BEACON WEALTH ADVISORS, LLC
Feb 2017 – Dec 2023
MCHENRY, IL
THRIVENT INVESTMENT MANAGEMENT INC.
Jun 2016 – Nov 2016
LAKE IN THE HILLS, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 66
Registration record
First registered · June 21, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BEACON WEALTH ADVISORS, LLC
CRD 171748 · SEC 801-121468
AUM
$144M
Regulatory assets under management
Employees
4
1,043 client accounts
Services offered by BEACON WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BEACON WEALTH ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Joshua M Pratt offer?
Joshua M Pratt specializes in Financial Planning, Investment Management. Contact their office in MCHENRY, Illinois for a consultation.
What are Joshua M Pratt's credentials?
Joshua M Pratt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua M Pratt located?
Joshua M Pratt is based in MCHENRY, Illinois, working with BEACON WEALTH ADVISORS, LLC. Their office serves clients in the MCHENRY metropolitan area and surrounding communities.
How does Joshua M Pratt charge for services?
Joshua M Pratt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BEACON WEALTH ADVISORS, LLC?
BEACON WEALTH ADVISORS, LLC has approximately 4 employees and manages $144M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BEACON WEALTH ADVISORS, LLC

Mark Wolter
MCHENRY, IL
Chris Charles Morgan
MCHENRY, IL
Rachel Lynn Hook
MCHENRY, IL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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