John Colmore Beane
Investment adviser representative at Osaic Wealth, Inc.
19 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$234.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Osaic Wealth, Inc.Nov 2023 to now
- Beane Financial ConsultingJan 2022 to now
- Fsc Securities CorporationSep 2019 to Dec 2021
- Homrich BergOct 2018 to Jun 2019
- Woodbury Financial Services IncAug 2018 to Sep 2018
- Fsc Securities CorporationMay 2007 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 4 states (AR, FL, GA, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5348397
- Firm CRD
- 23131