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Michael David Bean

Investment adviser representative at Rubinbrown Advisors LLC
11 yearsExperience
2 statesRegistered in
CFADesignation
$3.9BFirm 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

Experience

11 years in the industry.

  1. Rubinbrown Advisors LLCAug 2020 to now
  2. Rubinbrown LLPJan 2017 to now
  3. FerrellgasJan 2015 to Dec 2016

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 2 states (KS, MO).

Rubinbrown Advisors LLC

$3.9BAssets managed
1,160Clients
24Advisers
23 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
7413714
Firm CRD
116909
Advisor's SEC record (opens in a new tab)
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