RB
Richard A. Bean
FISCAL WISDOM WEALTH MANAGEMENT LLC
Manchester, NH 03101
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CRD#: 2084660
RB
Professional summary
Richard Allen Bean JR, who also goes by Rich Bean, Richard Allen Bean, is a registered financial advisor currently at FISCAL WISDOM WEALTH MANAGEMENT LLC located in Manchester, New Hampshire.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Richard has worked at 10 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rich Bean | Richard Allen Bean
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Independent Insurance Producer, Fixed Life, Health, Fixed Annuities and Long-Term Care. Estate Planning.
CRS (Client Relationship Summary) - RIA
Click below to view Richard Allen Bean JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 6, 2022 - Present
FISCAL WISDOM WEALTH MANAGEMENT LLC
Office #1: 1087 Elm Street Suite 304, Manchester, NH 03101RIA
CRD#: 168299
Manchester, NH
Past
February 13, 2017 - August 20, 2019
MOTIV8 INVESTMENTS LLC
RIA
CRD#: 285560
Bedford, NH
Past
January 4, 2013 - March 28, 2017
CG ADVISORY SERVICES
RIA
CRD#: 110929
BEDFORD, NH
Past
July 29, 2010 - December 31, 2012
AMERICAN INVESTMENT SERVICES
RIA
CRD#: 144088
BEDFORD, NH
Past
March 24, 2006 - July 26, 2010
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
RIA
CRD#: 13609
BEDFORD, NH
Past
March 24, 2006 - July 26, 2010
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
BD
CRD#: 13609
BEDFORD, NH
Past
October 31, 2005 - March 27, 2006
OSAIC SERVICES, INC.
BD
CRD#: 133763
BEDFORD, NH
Past
March 22, 2000 - April 21, 2006
MAXIMUM RETIREMENT, INC.
RIA
CRD#: 116703
BEDFORD, NH
Past
November 29, 1999 - October 31, 2005
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
Past
October 11, 1991 - December 1, 1999
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
October 11, 1991 - December 1, 1999
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FW
FISCAL WISDOM WEALTH MANAGEMENT LLC
BGS FINANCIAL SERVICES, LLC | ZITO WEALTH STRATEGIES, INC. | THE RETIREMENT ADVISORS OF NE, INC. | SMARTLIFE FINANCIAL GROUP LLC | SEVEN VENTURES WEALTH MANAGEMENT, LLC | PORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC | PORTSMOUTH FINANCIAL SERVICES, INC. | PORTSMOUTH - SMARTLIFE FINANCIAL GROUP, LLC | PLUSPOINT ADVISORS | MILESTONE WEALTH MANAGEMENT | LIFE PLAN RETIREMENT PARTNERS, LLC | KOSIC FINANCIAL GROUP | INSPIRE WEALTH ADVISORY | HERITAGE ASSET MANAGEMENT | GOLD STANDARD FINANCIAL SERVICES, LLC | FORTEM ADVISORS | FISCAL WISDOM WEALTH MANAGEMENT LLC | FISCAL WISDOM WEALTH MANAGEMENT | DEAN BENNETT INSURANCE & FINANCIAL SERVICES, INC. | DAVENPORT WEALTH MANAGEMENT LLC | CHADWICK FINANCIAL ADVISORS
CRD#: 168299 / SEC#: 801-119231
RIA
Registered Investment Advisory firm - (8/3/2020 Approved)Arizona
Registered Investment Advisory firm - (12/1/2020 Terminated)Connecticut
Registered Investment Advisory firm - (2/9/2021 Terminated)District of Columbia
Registered Investment Advisory firm - (12/1/2020 Terminated)Florida
Registered Investment Advisory firm - (12/1/2020 Terminated)Georgia
Registered Investment Advisory firm - (12/2/2020 Terminated)Maryland
Registered Investment Advisory firm - (12/2/2020 Terminated)Minnesota
Registered Investment Advisory firm - (12/22/2020 Terminated)New Jersey
Registered Investment Advisory firm - (12/31/2020 Terminated)North Carolina
Registered Investment Advisory firm - (12/1/2020 Terminated)North Dakota
Registered Investment Advisory firm - (12/1/2020 Terminated)Ohio
Registered Investment Advisory firm - (12/1/2020 Terminated)Vermont
Registered Investment Advisory firm - (12/1/2020 Terminated)Virginia
Registered Investment Advisory firm - (12/2/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(10/25/2022)
IAR
New Hampshire(6/6/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
FW
FISCAL WISDOM WEALTH MANAGEMENT LLC
BGS FINANCIAL SERVICES, LLC | ZITO WEALTH STRATEGIES, INC. | THE RETIREMENT ADVISORS OF NE, INC. | SMARTLIFE FINANCIAL GROUP LLC | SEVEN VENTURES WEALTH MANAGEMENT, LLC | PORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC | PORTSMOUTH FINANCIAL SERVICES, INC. | PORTSMOUTH - SMARTLIFE FINANCIAL GROUP, LLC | PLUSPOINT ADVISORS | MILESTONE WEALTH MANAGEMENT | LIFE PLAN RETIREMENT PARTNERS, LLC | KOSIC FINANCIAL GROUP | INSPIRE WEALTH ADVISORY | HERITAGE ASSET MANAGEMENT | GOLD STANDARD FINANCIAL SERVICES, LLC | FORTEM ADVISORS | FISCAL WISDOM WEALTH MANAGEMENT LLC | FISCAL WISDOM WEALTH MANAGEMENT | DEAN BENNETT INSURANCE & FINANCIAL SERVICES, INC. | DAVENPORT WEALTH MANAGEMENT LLC | CHADWICK FINANCIAL ADVISORS
CRD#: 168299 / SEC#: 801-119231
RIA
Registered Investment Advisory firm - (8/3/2020 Approved)Arizona
Registered Investment Advisory firm - (12/1/2020 Terminated)Connecticut
Registered Investment Advisory firm - (2/9/2021 Terminated)District of Columbia
Registered Investment Advisory firm - (12/1/2020 Terminated)Florida
Registered Investment Advisory firm - (12/1/2020 Terminated)Georgia
Registered Investment Advisory firm - (12/2/2020 Terminated)Maryland
Registered Investment Advisory firm - (12/2/2020 Terminated)Minnesota
Registered Investment Advisory firm - (12/22/2020 Terminated)New Jersey
Registered Investment Advisory firm - (12/31/2020 Terminated)North Carolina
Registered Investment Advisory firm - (12/1/2020 Terminated)North Dakota
Registered Investment Advisory firm - (12/1/2020 Terminated)Ohio
Registered Investment Advisory firm - (12/1/2020 Terminated)Vermont
Registered Investment Advisory firm - (12/1/2020 Terminated)Virginia
Registered Investment Advisory firm - (12/2/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
61 Maple Avenue, Canton, CT 06019
Mailing Address
Phone number
(678) 202-4066
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (34 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,579 |
| AUM (Assets Under Management) | $ 259,793,557 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
