Unclaimed Profile

Nolan Michael Bean

FUND EVALUATION GROUP, LLC·CINCINNATI, Ohio

Series 6Clean record24 years registeredFUND EVALUATION GROUP, LLC

201 EAST FIFTH STREET, CINCINNATI, OH 45202CRD# 4559128Firm CRD# 121658

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nolan Michael Bean · CINCINNATI, OH

Registration

CRD #4559128 · FUND EVALUATION GROUP, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FUND EVALUATION GROUP, LLC

FUND EVALUATION GROUP, LLC

Dec 2009 – Apr 2017

CINCINNATI, OH

WADDELL & REED, INC.

Jul 2002 – Apr 2003

DUBLIN, OH

Registrations & Exams

FINRA examinations passed

Series 6

Registration record

First registered · July 26, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FUND EVALUATION GROUP, LLC

CRD 121658 · SEC 801-61324

AUM

$19.8B

Regulatory assets under management

Employees

133

185 client accounts

Services offered by FUND EVALUATION GROUP, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at FUND EVALUATION GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Nolan Michael Bean offer?

Nolan Michael Bean specializes in Investment Management, Wealth Management.

What are Nolan Michael Bean's credentials?

Nolan Michael Bean is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nolan Michael Bean located?

Nolan Michael Bean is based in CINCINNATI, Ohio, last registered with FUND EVALUATION GROUP, LLC.

How does Nolan Michael Bean charge for services?

Nolan Michael Bean's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FUND EVALUATION GROUP, LLC?

FUND EVALUATION GROUP, LLC has approximately 133 employees and manages $19.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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