Unclaimed Profile

Kevin Richard Zemann

BEACON WEALTH CONSULTANTS, INC.·ROANOKE, Virginia

SIE, Series 4, Series 7, Series 8, Series 24, Series 53, Series 63, Series 65Clean record23 years registeredBEACON WEALTH CONSULTANTS, INC.

302 WASHINGTON AVE. SW, ROANOKE, VA 24016-4312CRD# 2395939Firm CRD# 154939

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Richard Zemann · ROANOKE, VA

Registration

CRD #2395939 · BEACON WEALTH CONSULTANTS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

GENEVA FUND PARTNERS

May 2026 – present

WEALTHPLAN PARTNERS

Mar 2015 – Jul 2015

OMAHA, NE

QA3 FINANCIAL LLC

Jan 2009 – Feb 2011

OMAHA, NE

CAPITAL ANALYSTS, INCORPORATED

Dec 2006 – Sep 2008

CINCINNATI, OH

SECURITIES AMERICA ADVISORS, INC.

Jul 2003 – Oct 2006

OMAHA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 8

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · July 23, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEACON WEALTH CONSULTANTS, INC.

CRD 154939 · SEC 801-118970

AUM

$204M

Regulatory assets under management

Employees

1,039 client accounts

Services offered by BEACON WEALTH CONSULTANTS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BEACON WEALTH CONSULTANTS, INC. →

Introduction

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Frequently Asked Questions

What services does Kevin Richard Zemann offer?

Kevin Richard Zemann specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROANOKE, Virginia for a consultation.

What are Kevin Richard Zemann's credentials?

Kevin Richard Zemann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Richard Zemann located?

Kevin Richard Zemann is based in ROANOKE, Virginia, working with BEACON WEALTH CONSULTANTS, INC.. Their office serves clients in the ROANOKE metropolitan area and surrounding communities.

How does Kevin Richard Zemann charge for services?

Kevin Richard Zemann'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 CONSULTANTS, INC.?

BEACON WEALTH CONSULTANTS, INC. has approximately 15 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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