Quinten Wise has been an investment adviser representative at Beacon Associates Wealth Management since March 2022, and is not listed among the firm’s executive officers or direct owners. Quinten Wise holds a Bachelor's degree from Bowling Green State University, a Master of Business Administration from Michigan State University and a Juris Doctor from Michigan State University.
Beacon Associates Wealth Management, LLC is a Maumee, OH firm with $101M under management, 204 clients and 3 advisers in one office, as of its March 2026 filing.
Quinten S. Wise is Investment Adviser Representative of Beacon Associates. He joined Beacon Associates in May 2020 and is admitted to practice law in Ohio and Michigan. Before joining the family business, he spent five years in the aerospace and defense industry as a supply chain professional, specializing in procurement and trade compliance.
Quinten Wise’s longest registration is the current one, 4 years at Beacon Associates Wealth Management since 2022. Before joining Beacon Associates Wealth Management in 2022, Quinten Wise was registered through Simplicity Wealth.
- – present · 4 yearsMaumee, OH · Adviser representative · Firm CRD 318651
- Simplicity Wealth– · 1 yearMaumee, OH · Adviser representative · Firm CRD 300572
Investment adviser representative registrations
Quinten Wise is registered as an investment adviser representative in 2 states. The first approvals date from March 2022; the most recent is Michigan, in July 2022.
- MichiganSince 25 July 2022
- OhioSince 14 March 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 April 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Quinten Steven Wise
- CRD
- 7263661
- Firm
- Beacon Associates Wealth Management · CRD 318651
- Office
- 1755 INDIANWOOD CIRCLE,, SUITE 200, Maumee, OH 43537
- Registration
- Investment adviser registration
- In the industry since
- June 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- baifinancial.com
Where does Quinten Wise work?
Quinten Wise is an investment adviser representative registered through Beacon Associates Wealth Management, LLC since March 2022, and is not listed among the firm’s executive officers or direct owners.
Is Quinten Wise a financial advisor?
Yes. Quinten Wise has a current investment-adviser registration in Michigan and Ohio, through Beacon Associates Wealth Management since March 2022.
How many years of experience does Quinten Wise have?
Quinten Wise has 6 years in the financial industry, since June 2020, across 2 adviser firms.
What exams has Quinten Wise passed?
Quinten Wise passed the Series 65 in April 2019.
Where is Quinten Wise based?
Quinten Wise’s registered office is in Maumee, OH.
Is Quinten Wise registered with FINRA?
No. Quinten Wise has no current broker registration.
How can I verify Quinten Wise’s record?
Search CRD 7263661 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Quinten Wise’s full registration record.
