Lasalle St. Investment Advisors
47yrs
Top advisor by experience in Oregon
5yrs
Aaron Bean
Financial advisor at Cambridge Investment Research Advisors
Aaron Bean is a fiduciary financial advisor in Portland, Oregon, with 5 years in the industry. Aaron joined Cambridge Investment Research Advisors in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Cambridge Investment Research Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1175 advisors with offices in Portland, and one of 1075 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office12725 SW 66th Ave Suite 102, Portland, OR 97223
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowCambridge Investment Research Advisors, Inc.Current firm
Questions to ask Aaron
Tailored to Aaron’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Aaron
How do I contact Aaron?
Call Cambridge Investment Research Advisors at 641-472-5100 and ask for Aaron Bean. Aaron works from the Portland, OR office.
How long has Aaron been a financial advisor?
Aaron has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Aaron hold?
Series 66. Tap any license on this page to see what it allows.
Is Aaron a fiduciary?
Aaron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Aaron paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Aaron for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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