AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
WB

William D. Beutel

FIAT FINANCIAL PLANNERS
Wichita, KS
Some features on this profile are disabled
CRD#: 5056016
WB

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.
The advisor shows no other business activity.

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

BD
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)

Exams

State Security Law Exam
RR
Series 63
Date: 11/16/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/10/2005
General Securities Representative Examination

Current Firm

FF
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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Wichita, KS
Mailing Address
Phone number
(281) 201-6887
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts3
AUM (Assets Under Management)$ 5,602,192

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

FIAT FINANCIAL PLANNERS

CRD#: 324480Wichita, KS

TRUST BUT VERIFY

Monitor William Beutel

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

(xxx) xxx-xxxx

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.