Beacon Retirement Planning Services Inc
Legal Name: BEACON RETIREMENT PLANNING SERVICES INC.
Full Contact Details
Beacon Retirement Planning Services Inc
17300 PRESTON RD, SUITE 120, C/O MELISSA WHEELER, DALLAS, TX
972-726-9888
972-726-9880
Other Info
Beacon Retirement Planning Services Inc, a TX Corporation, provides comprehensive retirement planning services with a team of 13 employees, 6 of whom are in advisory roles. The firm serves a single client and has an approved SEC status with a registration date of Sep 15, 2000.
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Direct Owners
-
ERIC JOHN ZIPFEL
SENIOR VICE PRESIDENT owns less than 5%
-
KESTRA FINANCIAL, INC
MANAGING MEMBER owns 75% or more
-
MARK DIAMOND
SENIOR VICE PRESIDENT owns less than 5%
-
STEPHEN ANTHONY ENGRO
PRESIDENT/ TREASURER/ CHIEF COMPLIANCE OFFICER/ SECRETARY owns less than 5%
-
JAMES LYNN POER
VICE PRESIDENT owns less than 5%
-
JOHN PATRICK VANDERHEYDEN
VICE PRESIDENT owns less than 5%
-
ROBERT BREDT NORWOOD
VICE PRESIDENT, ASSISTANT SECRETARY owns less than 5%
-
YIN YIN
ASSISTANT SECRETARY owns less than 5%
Indirect Owners
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KESTRA ADVISOR SERVICES HOLDING C, INC.
OWNER owns 75% or more
-
KESTRA ADVISOR SERVICES HOLDINGS A, INC.
OWNER owns 75% or more
-
KESTRA ADVISOR SERVICES HOLDINGS B, INC.
OWNER owns 75% or more
-
KESTRA FINANCIAL HOLDINGS, LP
OWNER owns 75% or more
-
TRIDENT VI PARALLEL FUND, L.P.
LIMITED PARTNER owns more than 25% but less than 50%
-
TRIDENT VI, L.P.
LIMITED PARTNER owns more than 25% but less than 50%
-
KINGFISHER HOLDING A, INC.
OWNER owns 75% or more
-
KINGFISHER HOLDING B, INC.
OWNER owns 75% or more
-
KINGFISHER HOLDING GP, LLC
GENERAL PARTNER owns 75% or more
-
KINGFISHER HOLDING, L.P.
OWNER owns 75% or more
-
WARBURG PINCUS FINANCIAL SECTOR, L.P.
LIMITED PARTNER owns more than 25% but less than 50%
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