KB
Kendall K. Beemer
CETERA INVESTMENT ADVISERS
TOPEKA, KS 66604
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CRD#: 7365921
KB
Kendall Kae BeemerCETERA INVESTMENT ADVISERS
Professional summary
Kendall Kae Beemer, who also goes by Kendall K Beemer, Kendall Beemer, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Topeka, Kansas and CETERA WEALTH SERVICES, LLC located in Topeka, Kansas.
Kendall is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Kendall has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Aliases
Kendall K Beemer | Kendall Beemer
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.
1) BRIDGE BUILDERS CLUB POSITION: Planning Team Member NATURE: On the planning team for the Bridge Builders Club, which will provide 6th - 12th grade students at Fellowship Hi-Crest Church with personal finance and investment knowledge throughout the duration of the program. Will be once per month and teach students about a financial concept, create experiences in the community related to one of the topics, and connect students with resources in the Topeka community as well. There will be some seed money for the students to invest with, and when they graduate high school, gains in the account will be distributed as scholarships. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/19/2023 ADDRESS: 455 SE Golf Park Blvd, Topeka KS 66605, United States DESCRIPTION: I will be on the planning team, who is developing curriculum and topics related to personal finance and investing targeted for 6th - 12th graders. I will also attend the monthly sessions beginning in January 2023. 2) LINK WEALTH STRATEGIES POSITION: Wealth Advisor NATURE: Rebranded from K. L. Johnson Advisors to Link Wealth Strategies. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/20/2022 ADDRESS: 5869 SW 29th St., Topeka KS 66614, United States DESCRIPTION: Wealth Advisor for Link Wealth Strategies. Prepare meetings, create retirement plans, meet and communicate with clients about retirement planning and investment management items. 3) K. L. Johnson Advisors; Wealth Management Assistant; K. L. Johnson Advisors is a financial advising firm who prospects potential clients and CPA firms, and works with retirement clients to help them be as successful as possible in retirement. We clear through Avantax and are partnered with several CPA firms in Topeka, KS and Independence, MO.; IR; 130; 04/16/2021; 5869 SW 29th St. Topeka KS 66614; Work in a communications role currently, scheduling appointments, working on chapter meetings and events, and working with planning tools. 4) NAME OF OTHER BUSINESS: LINKED PLANNING PARTNERS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NETWORKING SERVICES; START DATE: 02/2026; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: THE BRAND NAME FOR A PROFESSIONAL NETWORK OF TAX, FINANCIAL PLANNING, AND ESTATE PROFESSIONALS; 5) NAME OF OTHER BUSINESS: JUNIOR LEAGUE OF TOPEKA INVESTMENT RELATED: NO ADDRESS: 5889 SW 29TH ST, TOPEKA KS NATURE OF BUSINESS: BOARD START DATE: 6/1/2026 POSITION/TITLE/RELATIONSHIP: GRANT COORDINATOR APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: APPLYING FOR GRANTS TO FUND ACTIVITIES.
CRS (Client Relationship Summary) - RIA
Click below to view Kendall Kae Beemer'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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1100 Sw Wanamaker Rd Ste. 102, Topeka, KS 66604RIA
CRD#: 105644
TOPEKA, KS
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 5863 Sw 29th Street, Topeka, KS 66614BD
CRD#: 13572
Topeka, KS
Past
February 18, 2022 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Topeka, KS
Past
December 10, 2021 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Independence, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Kansas(9/5/2025)
IAR
Kansas(9/5/2025)
RR
Missouri(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/10/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Loading...
Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 |
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.
