Edward BeanCRD Number: 6086337
Current Firm: Ameriprise Financial Services, Inc.
Edward Bean (CRD# 6086337) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Fort Wayne, IN and has over 4 years of experience in the finance industry.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
Monarch Capital Management Inc.
|Ameriprise Financial Services, Inc.||Fort Wayne, IN||Oct 2013 - Current||3|
|Charles Schwab & Company,inc||Indianapolis, IN||Jun 2012 - Oct 2013||1|
|Ball State Univeristy||Muncie, IN||Sep 2010 - May 2012||1|
|Marriott||Fort Wayne, IN||May 2010 - Aug 2010||< 1|
|Ball State University||Muncie, IN||Sep 2009 - Apr 2010||< 1|
|Advantage Cartridge||Fort Wayne, IN||May 2009 - Aug 2009||< 1|
|Ball State University||Muncie, IN||Sep 2008 - Apr 2009||< 1|
|Office Depot||Fort Wayne, IN||Jan 2008 - Aug 2008||< 1|
|Partners First Federal Credit Union||Fort Wayne, IN||Jul 2007 - Jan 2008||< 1|
|Unemployed||Fort Wayne, IN||Jan 2007 - Jun 2007||< 1|
|Casa Italian||Fort Wayne, IN||Jul 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2012|
|S65||NASAA Investment Advisors Law Examination||Dec 2013|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV