Unclaimed Profile

Beth Ann Tremaine

ACUMEN WEALTH ADVISORS, LLC·CHATTANOOGA, Tennessee

Series 7, Series 63, Series 65Clean record25 years registeredACUMEN WEALTH ADVISORS, LLC

250 FOREST AVENUE, CHATTANOOGA, TN 37405CRD# 2906742Firm CRD# 282565

Profile Verification

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

Identity

Beth Ann Tremaine · CHATTANOOGA, TN

Registration

CRD #2906742 · ACUMEN WEALTH ADVISORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ACUMEN WEALTH ADVISORS, LLC

ACUMEN WEALTH ADVISORS, LLC

Mar 2016 – Jun 2021

Waukee, IA

UNION PLANTERS INVESTMENT ADVISORS, INC.

Apr 2001 – Jan 2004

WATERLOO, IA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · April 20, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ACUMEN WEALTH ADVISORS, LLC

CRD 282565 · SEC 801-107192

AUM

$427M

Regulatory assets under management

Employees

247 client accounts

Services offered by ACUMEN WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at ACUMEN WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Beth Ann Tremaine offer?

Beth Ann Tremaine specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Beth Ann Tremaine's credentials?

Beth Ann Tremaine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Beth Ann Tremaine located?

Beth Ann Tremaine is based in CHATTANOOGA, Tennessee, last registered with ACUMEN WEALTH ADVISORS, LLC.

How does Beth Ann Tremaine charge for services?

Beth Ann Tremaine's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ACUMEN WEALTH ADVISORS, LLC?

ACUMEN WEALTH ADVISORS, LLC has approximately 17 employees and manages $427M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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