How has John Halterman and the Beacon Wealth Management Team's team size changed over time?

John Halterman and the Beacon Wealth Management Team's team has grown from approximately 3 to 5 employees based on available data.

John Halterman and the Beacon Wealth Management Team Employee Directory

Q: What departments does John Halterman and the Beacon Wealth Management Team have?

John Halterman and the Beacon Wealth Management Team has employees across 2 departments including Operations, Support.

Q: What is the largest department at John Halterman and the Beacon Wealth Management Team?

The largest department at John Halterman and the Beacon Wealth Management Team is Operations with 1 employees.

Q: Where are John Halterman and the Beacon Wealth Management Team employees located globally?

John Halterman and the Beacon Wealth Management Team has employees across 1 continents and 2 countries including United States Of America, Canada.

Financial ServicesWest Virginia, United States2-10 Employees

John Halterman and the Beacon Wealth Management Team operates in the financial services sector, offering personalized wealth guidance aimed at helping clients define and pursue long-term financial goals. Based in Bridgeport, West Virginia, the firm emphasizes a family-focused approach and authentic client relationships, listening and collaborating to tailor strategies that reflect individual needs, values, and aspirations. With a small team, the firm positions itself as providing a well-rounded, tailored financial planning experience designed to simplify complex decisions and support clients’ suasions toward a clearer financial future. Recent developments include recognition in the UK as a top advisory firm, reflecting notable industry acknowledgment beyond its local footprint.

John Halterman and the Beacon Wealth Management Team Global Highlights

North America
9

United States Of America
8
Canada
1

John Halterman and the Beacon Wealth Management Team's Leadership

K. S.
Director Of Operations & Technology
Mobile Phone
Email
L. B.
Senior Wealth Advisor - Client Support
Mobile Phone
Email
J. H.
Certified Wealth Strategist
Mobile Phone
Email
Y. L.
Client Services Advisor
Mobile Phone
Email
H. B.
Relationship Coordinator
Mobile Phone
Email
K. B.
Communications Coordinator
Mobile Phone
Email
R. G.
Wealth Management Advisor
Mobile Phone
Email

John Halterman and the Beacon Wealth Management Team Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from John Halterman and the Beacon Wealth Management Team

Name

Title

Contact Info

Location

Last Update

K. S.
Director Of Operations & Technology
Mobile Phone
Email
Oct 22, 2024
L. B.
Senior Wealth Advisor - Client Support
Mobile Phone
Email
Sep 11, 2025
J. H.
Certified Wealth Strategist
Mobile Phone
Email
United StatesWest Virginia
Jun 08, 2026
Y. L.
Client Services Advisor
Mobile Phone
Email
United StatesWest Virginia
Jun 01, 2026
H. B.
Relationship Coordinator
Mobile Phone
Email
Oct 22, 2024
K. B.
Communications Coordinator
Mobile Phone
Email
Oct 22, 2024
R. G.
Wealth Management Advisor
Mobile Phone
Email
United States
Jun 08, 2026

Frequently Asked Questions

What is John Halterman and the Beacon Wealth Management Team known for?

John Halterman and the Beacon Wealth Management Team was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 4565 Benedum Drive Bridgeport, West Virginia 26330 United States; you can contact the main corporate office by phone at

+1-304-626-****

. Explore John Halterman and the Beacon Wealth Management Team's company overview page for more information.

What is John Halterman and the Beacon Wealth Management Team's most common email format?

John Halterman and the Beacon Wealth Management Team employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more John Halterman and the Beacon Wealth Management Team email formats with LeadIQ.

How many employees does John Halterman and the Beacon Wealth Management Team have currently?

John Halterman and the Beacon Wealth Management Team has approximately 8 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are John Halterman and the Beacon Wealth Management Team's key employees and leadership?

As of June 2026, John Halterman and the Beacon Wealth Management Team's key employees include:

Director Of Operations & Technology: K. S.
Senior Wealth Advisor - Client Support: L. B.
Certified Wealth Strategist: J. H.
Client Services Advisor: Y. L.
Relationship Coordinator: H. B.

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John Halterman and the Beacon Wealth Management Team Employee Directory

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John Halterman and the Beacon Wealth Management Team Global Highlights

North America
9

John Halterman and the Beacon Wealth Management Team's Leadership

John Halterman and the Beacon Wealth Management Team Employee Metrics

Contact profiles from John Halterman and the Beacon Wealth Management Team

Frequently Asked Questions

What is John Halterman and the Beacon Wealth Management Team known for?

What is John Halterman and the Beacon Wealth Management Team's most common email format?

How many employees does John Halterman and the Beacon Wealth Management Team have currently?

Who are John Halterman and the Beacon Wealth Management Team's key employees and leadership?

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John Halterman and the Beacon Wealth Management Team Employee Directory

Find John Halterman and the Beacon Wealth Management Team employees' phone numbers or email addresses

Name search is limited — try advanced search instead

John Halterman and the Beacon Wealth Management Team Global Highlights

North America9

John Halterman and the Beacon Wealth Management Team's Leadership

John Halterman and the Beacon Wealth Management Team Employee Metrics

Contact profiles from John Halterman and the Beacon Wealth Management Team

Frequently Asked Questions

What is John Halterman and the Beacon Wealth Management Team known for?

What is John Halterman and the Beacon Wealth Management Team's most common email format?

How many employees does John Halterman and the Beacon Wealth Management Team have currently?

Who are John Halterman and the Beacon Wealth Management Team's key employees and leadership?

Everything for prospecting,in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

North America
9

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