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Wesley Wayne Bean

Investment Adviser Representative at KINTRA WEALTH, LLC

Marysville, OHCRD #2795480Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
28 yrs
States Registered
2 states
Exams Passed
13

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
OhioTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/28/2005
Series 63
Uniform Securities Agent State Law Examination
Passed 3/14/1997
Series 52
Municipal Securities Representative Examination
Passed 1/2/2023
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 4/14/1997
Series 7
General Securities Representative Examination
Passed 3/4/1997
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/31/1996
Series 27
Financial and Operations Principal Examination
Passed 2/12/2008
Series 53
Municipal Securities Principal Examination
Passed 7/2/2007
Series 51
Municipal Fund Securities Principal Examination
Passed 7/20/2004
Series 4
Registered Options Principal Examination
Passed 1/4/2002
Series 24
General Securities Principal Examination
Passed 7/21/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.015
Asset tierAnnual rate
First $500,0001.50%
Next $500,0001.25%
Next $1,000,0001.00%
Next $3,000,0000.95%
Over $5,000,0000.85%
Source

Kintra Wealth, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

KINTRA WEALTH, LLCCurrent
1/6/2026Marysville, OH
KINTRA INVESTMENTS, LLCCurrent
12/21/2023Marysville, OH
COMMONWEALTH FINANCIAL NETWORK
6/14/201612/31/2023Marysville, OH
NATIONWIDE SECURITIES, LLC
8/1/20083/21/2016Columbus, OH
1717 CAPITAL MANAGEMENT COMPANY
11/8/20058/1/2008Salisbury, NC
CARROLL FINANCIAL ASSOCIATES INC
12/17/20018/31/2004Charlotte, NC

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Wesley Wayne Bean has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Wesley Wayne Bean - Financial Advisor in Marysville, OH | AdvisorFinder