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Richard Allen Bean

Fiscal Wisdom Wealth Management LLC

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About Richard Allen Bean

Richard Bean has been working in the financial services industry since 1991 and is currently registered with Fiscal Wisdom Wealth Management LLC. Richard is a Certified Financial Planner and provides a range of services including financial planning, portfolio management, and educational seminars. Richard has experience working with individuals, and has a client base of 953 individuals.

Firm Information

Richard Bean is currently registered with Fiscal Wisdom Wealth Management LLC. Fiscal Wisdom Wealth Management LLC is a registered investment advisor based in Canton, CT. The firm provides financial planning, portfolio management for individuals, educational seminars, and other advisory services. With 13 licensed agents and 13 investment adviser representatives, Fiscal Wisdom manages over $213 million in assets for 2,064 accounts, primarily for individuals other than high-net-worth clients. The firm also acts as a solicitor to other investment advisors.
Fiscal Wisdom Wealth Management LLC

61 MAPLE AVENUE

CANTON, CT 06019

$213.79M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitor to other ia's

Solicitor to other ia's

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees

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Richard Bean’s Registration & Firm History

CT

06/06/2022 - Present

Fiscal Wisdom Wealth Management LLC (CANTON CT)

NH

03/24/2006 - 07/26/2010

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (BEDFORD NH)

NH

10/31/2005 - 03/27/2006

AIG FINANCIAL ADVISORS, INC. (BEDFORD NH)

AZ

11/29/1999 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

MA

10/11/1991 - 12/01/1999

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

10/11/1991 - 12/01/1999

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/08/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/01/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/2007

Series 24 - General Securities Principal Examination

BC

Issued 12/07/2000

Series 7 - General Securities Representative Examination

BC

Issued 10/10/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Allen Bean.
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