AB
Ariel M. Bean
TUCKER ASSET MANAGEMENT LLC
Colorado Springs, CO 80906
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CRD#: 7961667
AB
Professional summary
Ariel Marie Bean, who also goes by Ariel Bean, Ariel Marie Painter, is a registered financial advisor currently at TUCKER ASSET MANAGEMENT LLC located in Colorado Springs, Colorado.
Ariel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Ariel has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ariel Bean | Ariel Marie Painter
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.
1. The Royal Property Company; Not investment related; 632 Pinon Dr Colorado Springs, CO 80905; Real estate investments; Co-Owner; 04/20/2022; 1 hour per month; 0 hours during trading hours; Finding and purchasing properties to renovate or rent out. 2. The Bean Agency, LLC; Investment related; 2860 S Circle Dr Colorado Springs, CO 80906; Fixed Insurance Sales; Insurance Agent; 02/09/2018; 160 hours per month; 120 hours during trading hours; Assist clients with life insurance, Medicare & annuity sales. 3. National Agents Alliance; Investment related; 2860 S Circle D Suite 210, Colorado Springs, CO 80906; Fixed Insurance & Annuity Sales; Insurance Agent; FMO; 02/07/2018; 160 hours per month; 120 hours during trading hours; Assist clients with life insurance, Medicare & annuity sales. 4. The Bean Agency; Investment related; 2860 S Circle D Suite 210, Colorado Springs, CO 80906; DBA; Insurance Agent; 02/07/2018; 0 hours per month; 0 hours during trading hours; DBA for insurance business.
CRS (Client Relationship Summary) - RIA
Click below to view Ariel Marie Bean'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 24, 2025 - Present
TUCKER ASSET MANAGEMENT LLC
Office #1: 2860 S Circle Drive Suite 210, Colorado Springs, CO 80906RIA
CRD#: 174844
Colorado Springs, CO
Past
September 18, 2024 - June 24, 2025
INTEGRITY ADVISORY SOLUTIONS
RIA
CRD#: 288817
Colorado Springs, CO
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".
TA
TUCKER ASSET MANAGEMENT LLC
TUCKER ASSET MANAGEMENT LLC | TUCKER WEALTH | TUCKER ASSET MANAGEMENT, LLC
CRD#: 174844 / SEC#: 801-107110
RIA
Registered Investment Advisory firm - (1/13/2016 Approved)Colorado
Registered Investment Advisory firm - (1/28/2016 Terminated)Georgia
Registered Investment Advisory firm - (2/12/2016 Terminated)Iowa
Registered Investment Advisory firm - (1/26/2016 Terminated)Louisiana
Registered Investment Advisory firm - (1/26/2016 Terminated)Massachusetts
Registered Investment Advisory firm - (1/22/2016 Terminated)Montana
Registered Investment Advisory firm - (1/22/2016 Terminated)Nebraska
Registered Investment Advisory firm - (12/31/2015 Terminated)New Jersey
Registered Investment Advisory firm - (1/22/2016 Terminated)North Carolina
Registered Investment Advisory firm - (1/22/2016 Terminated)Ohio
Registered Investment Advisory firm - (1/22/2016 Terminated)Texas
Registered Investment Advisory firm - (1/22/2016 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
Colorado(6/24/2025)
Current Firm
TA
TUCKER ASSET MANAGEMENT LLC
TUCKER ASSET MANAGEMENT LLC | TUCKER WEALTH | TUCKER ASSET MANAGEMENT, LLC
CRD#: 174844 / SEC#: 801-107110
RIA
Registered Investment Advisory firm - (1/13/2016 Approved)Colorado
Registered Investment Advisory firm - (1/28/2016 Terminated)Georgia
Registered Investment Advisory firm - (2/12/2016 Terminated)Iowa
Registered Investment Advisory firm - (1/26/2016 Terminated)Louisiana
Registered Investment Advisory firm - (1/26/2016 Terminated)Massachusetts
Registered Investment Advisory firm - (1/22/2016 Terminated)Montana
Registered Investment Advisory firm - (1/22/2016 Terminated)Nebraska
Registered Investment Advisory firm - (12/31/2015 Terminated)New Jersey
Registered Investment Advisory firm - (1/22/2016 Terminated)North Carolina
Registered Investment Advisory firm - (1/22/2016 Terminated)Ohio
Registered Investment Advisory firm - (1/22/2016 Terminated)Texas
Registered Investment Advisory firm - (1/22/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1520 West Canal Court Suite 100, Littleton, CO 80120
Mailing Address
Phone number
(303) 734-1234
Established
Firm type
Fiscal year end
# of Employees
80
SEC notice filing (39 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,243 |
| AUM (Assets Under Management) | $ 640,805,363 |
Red Flags
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Company Information
TUCKER ASSET MANAGEMENT LLC
CRD#: 174844Colorado Springs, CO 80906TRUST BUT VERIFY
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