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Stephen Craig Bean

BEAN FINANCIAL ADVISORS, INC.·REDMOND, Washington
Clean recordBEAN FINANCIAL ADVISORS, INC.
16880 NE 79TH STREET, REDMOND, WA 98052CRD# 2138406Firm CRD# 111073

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Craig Bean · REDMOND, WA
Registration
CRD #2138406 · BEAN FINANCIAL ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Craig Bean is a registered financial advisor based in REDMOND, Washington, affiliated with BEAN FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BEAN FINANCIAL ADVISORS, INC.
PRIVATE ADVISORY GROUP
AUM
$193M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2138406
Firm CRD# 111073
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Craig Bean offer?
Stephen Craig Bean specializes in Financial Planning, Investment Management. Contact their office in REDMOND, Washington for a consultation.
What are Stephen Craig Bean's credentials?
Stephen Craig Bean is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Craig Bean located?
Stephen Craig Bean is based in REDMOND, Washington, working with BEAN FINANCIAL ADVISORS, INC.. Their office serves clients in the REDMOND metropolitan area and surrounding communities.
How does Stephen Craig Bean charge for services?
Stephen Craig Bean'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 BEAN FINANCIAL ADVISORS, INC.?
BEAN FINANCIAL ADVISORS, INC. has approximately 5 employees and manages $193M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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