MB
Michael D. Bean
RUBINBROWN ADVISORS LLC
LEAWOOD, KS 66211
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CRD#: 7413714
MB
Professional summary
Michael David Bean II, who also goes by Michael David Bean, is a registered financial advisor currently at RUBINBROWN ADVISORS LLC located in Leawood, Kansas.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Michael has worked at 1 firm and has passed the SIE exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael David 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michael David Bean II'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
August 3, 2021 - Present
RUBINBROWN ADVISORS LLC
Office #1: 4000 W. 114th Street Suite 160, Leawood, KS 66211RIA
CRD#: 116909
LEAWOOD, KS
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".
RA
RUBINBROWN ADVISORS LLC
RBG ADVISORS, LLC | THE BENEFITS GROUP | RUBINBROWN BENEFITS GROUP LLC | RUBINBROWN ADVISORS LLC | RUBINBROWN ADVISORS | RBG/THE BENEFITS GROUP, LLC
CRD#: 116909 / SEC#: 801-62021
RIA
Registered Investment Advisory firm - (5/2/2003 Approved)Arizona
Registered Investment Advisory firm - (5/7/2003 Terminated)Florida
Registered Investment Advisory firm - (5/7/2003 Terminated)Illinois
Registered Investment Advisory firm - (5/5/2003 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
Kansas(8/3/2021)
IAR
Missouri(8/3/2021)
Current Firm
RA
RUBINBROWN ADVISORS LLC
RBG ADVISORS, LLC | THE BENEFITS GROUP | RUBINBROWN BENEFITS GROUP LLC | RUBINBROWN ADVISORS LLC | RUBINBROWN ADVISORS | RBG/THE BENEFITS GROUP, LLC
CRD#: 116909 / SEC#: 801-62021
RIA
Registered Investment Advisory firm - (5/2/2003 Approved)Arizona
Registered Investment Advisory firm - (5/7/2003 Terminated)Florida
Registered Investment Advisory firm - (5/7/2003 Terminated)Illinois
Registered Investment Advisory firm - (5/5/2003 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7676 Forsyth Blvd. Suite 2100, St. Louis, MO 63105
Mailing Address
Phone number
(314) 290-3300
Established
Firm type
Fiscal year end
# of Employees
23
SEC notice filing (24 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,918 |
| AUM (Assets Under Management) | $ 3,268,176,113 |
Red Flags
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Company Information
RUBINBROWN ADVISORS LLC
CRD#: 116909Leawood, KS 66211TRUST BUT VERIFY
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