# RICHARD ALLEN BEAN

RICHARD ALLEN BEAN is an investment adviser representative (IAR) with state registration records since 2000, appearing at 6 firms. Currently registered with FISCAL WISDOM WEALTH MANAGEMENT LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FISCAL WISDOM WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/168299) | 2022-06-06 | present | Yes |
| [MOTIV8 INVESTMENTS LLC](https://search.stillhousedata.com/firm/285560) | 2017-02-13 | 2019-08-20 | — |
| [CG ADVISORY SERVICES](https://search.stillhousedata.com/firm/110929) | 2013-01-04 | 2017-03-28 | — |
| [AMERICAN INVESTMENT SERVICES](https://search.stillhousedata.com/firm/144088) | 2010-07-29 | 2012-12-31 | — |
| [BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/13609) | 2006-03-24 | 2010-07-26 | — |
| [MAXIMUM RETIREMENT, INC.](https://search.stillhousedata.com/firm/116703) | 2000-03-22 | 2002-12-31 | — |
| [MAXIMUM RETIREMENT, INC.](https://search.stillhousedata.com/firm/116703) | 2000-03-22 | 2006-04-21 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2084660)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2084660.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.