Richard Allen Bean

Employer firm

Fiscal Wisdom Wealth Management LLC CRD 168299

$386M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars
• SOLICITOR TO OTHER IA'S

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2006 → Present
  Retirement Advisor Of Ne, Inc.
  Bedford, NH
• 02/2017 → 08/2019
  Motiv8 Investments Llc
  Bedford, NH
• 01/2013 → 03/2017
  Capital Asset Advisory Services, Llc
  Haslett, MI
• 05/2022 → Present
  Portsmouth-Smartlife Financial Group, Llc
  Atlanta, GA

Previous Registrations

• 2017-02-13 → 2019-08-20
  Motiv8 Investments Llc
  Bedford, NH
• 2013-01-04 → 2017-03-28
  Cg Advisory Services
  Bedford, NH
  Williamston, MI
• 2010-07-29 → 2012-12-31
  American Investment Services
  Bedford, NH
• 2006-03-24 → 2010-07-26
  Berthel, Fisher & Company Financial Services, Inc.
  Bedford, NH
  Bedford, NH
• 2000-03-22 → 2006-04-21
  Maximum Retirement, Inc.
  Bedford, NH
• 2000-03-22 → 2002-12-31
  Maximum Retirement, Inc.
  Bedford, NH

Other Businesses

Independent Insurance Producer, Fixed Life, Health, Fixed Annuities and Long-Term Care. Estate Planning.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-08
• S63 Uniform Securities Agent State Law Examination
  1990-11-01

Designations

• Certified Financial Planner

Other Names

• Rich Bean
• Richard Allen Bean