William D. Beutel

FIAT FINANCIAL PLANNERS

Wichita, KS

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CRD#: 5056016

Professional summary

William David Beutel, AIF®, CFP®, who also goes by David Beutel, is a registered financial advisor currently at FIAT FINANCIAL PLANNERS located in Wichita, Kansas.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. William has worked at 5 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Insurance Planning

Employee and Employer Plan Ben...

Tax Planning

Education Planning

Comprehensive Financial Planni...

Business Succession Planning

Investment Planning

Are you a "fiduciary"?

Yes

Aliases

David Beutel

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INTERSERV INTERNATIONAL SERVICES, LLC; NON-INVESTMENT RELATED; EXPORT DISTRIBUTOR OF OILFIELD MATERIALS; PRESIDENT, START DATE 8/1/12; HOURS FLEXIBLE, AVG 5 HOURS/WK, DUTIES TO MANAGE OPERATIONS REAL ESTATE BROKERAGE (CURRENTLY UNDER REBATE TEXAS LLC DBA SOUTHERN HOMES, & SMARTER WAY REALTY); NON-INVESTMENT RELATED; START DATE 7/20/15; BUYER AND SELLER REPRESENTATION IN THE PURCHASE, SALE, AND LEASE OF REAL ESTATE; HOURS FLEXIBLE, AVG 20 HOURS/WK, DUTIES TO MAKE SALES AND MANAGE TRANSACTIONS RENTAL PROPERTIES; NON-INVESTMENT RELATED; START DATE 11/1/15; ACQUISITION, LEASING, PROPERTY MANAGEMENT, AND SALE OF PERSONALLY OWNED REAL ESTATE; HOURS FLEXIBLE, AVG 1 HOUR/WK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William David Beutel's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

January 17, 2023 - Present

FIAT FINANCIAL PLANNERS

RIA

CRD#: 324480

Wichita, KS

Past

September 15, 2014 - November 15, 2022

THE MATHER GROUP, LLC

RIA

CRD#: 156005

Wichita, KS

Past

January 1, 2013 - August 29, 2014

DYNAMIC ALLOCATORS LLC

RIA

CRD#: 165724

HOUSTON, TX

Past

October 6, 2011 - April 30, 2012

ALLSTATE FINANCIAL ADVISORS, LLC

RIA

CRD#: 109524

COLORADO SPRINGS, CO

Past

November 11, 2005 - April 30, 2012

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

COLORADO SPRINGS, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(1/17/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/16/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/10/2005

General Securities Representative Examination

Current Firm

FIAT FINANCIAL PLANNERS

EMERALD BAY ADVISORS LLC | INTERSERV INTERNATIONAL SERVCIES LLC | FIAT FINANCIAL PLANNERS

CRD#: 324480 / SEC#:

Kansas

Registered Investment Advisory firm - (1/17/2023 Approved)

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Contact information

Main Address

Wichita, KS

Mailing Address

Phone number

(281) 201-6887

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 4,900,247

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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William D. Beutel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William David Beutel's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIAT FINANCIAL PLANNERS

THE MATHER GROUP, LLC

DYNAMIC ALLOCATORS LLC

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/16/2005

Series 7

Date: 11/10/2005

Current Firm

FIAT FINANCIAL PLANNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FIAT FINANCIAL PLANNERS

TRUST BUT VERIFY

Contact information

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