About Beacon Strategies, LLC
In 20 years of working in the financial services industry, Chip Kispert never saw an approach that delivered unbiased opinions to broker-dealers. He filled this gap by founding Beacon Strategies, LLC in 2005 as a central, independent “think tank” environment for supporting and evolving broker-dealers’ businesses and their unique set of associated needs. Marvin Clark III came on board in 2009, contributing extensive experience in technology infrastructure planning, implementation, and advisor-facing applications and reporting systems.
Together with a team of Associates and an Executive Committee comprised of some of the industry’s leading professionals, Beacon Strategies provides practical analysis, information, and guidance to the broker-dealer and advisory community.