AB
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Ariel Marie Bean

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
61 advisors
Number of Clients
3,191 clients
Average Client Portfolio
$201K average
Assets Under Management
$640.8M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

2860 S Circle Dr, Suite 210, Colorado Springs, CO, 80906

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ariel co-owns The Royal Property Company, focusing on real estate investments and spends minimal time on it. Ariel also works full-time as an insurance agent for The Bean Agency, LLC and National Agents Alliance, assisting clients with life insurance, Medicare, and annuity sales.

Employment History
Current Registrations
Tucker Asset Management LLC
June 2025 - Present · 8 mos
Previous Registrations
Integrity Advisory Solutions
September 2024 - June 2025 · 9 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Ariel Marie Bean - Financial Advisor | TrueAdvisor