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

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
BT

Beata H. Tou

STADIA FINANCIAL LLC
KAMUELA, HI 96743
Some features on this profile are disabled
CRD#: 8077709
BT

Professional summary

Beata Hualan Tou, who also goes by Beata Hualan Tou-veracruz, is a registered financial advisor currently at STADIA FINANCIAL LLC located in Kamuela, Hawaii.

Beata is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Beata has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Beata Hualan Tou-Veracruz

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 Beata Hualan Tou'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®
None

Experience

Current

May 19, 2025 - Present

STADIA FINANCIAL LLC

Office #1: 65-1230 Mamalahoa Hwy Suite D-21, Kamuela, HI 96743
RIA
CRD#: 328171
KAMUELA, HI

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
Hawaii
(5/19/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/19/2025
Uniform Investment Adviser Law Examination

Current Firm

SF
STADIA FINANCIAL LLC
N/A | STADIA FINANCIAL LLC | STADIA CAPITAL GROUP

CRD#: 328171 / SEC#:

Hawaii
Registered Investment Advisory firm - (1/4/2024 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
65-1230 Mamalahoa Hwy Suite D-21, Kamuela, HI 96743
Mailing Address
P O Box 437260, Kamuela, HI 96743
Phone number
(800) 587-4796
Established
Firm type
Fiscal year end
# of Employees
7

Documents

Latest Form ADV
0

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

STADIA FINANCIAL LLC

CRD#: 328171Kamuela, HI 96743

TRUST BUT VERIFY

Monitor Beata Tou

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

Similar Advisors

JS
Jose SalazarAdvisorCheck Check Mark
WELLS FARGO CLEARING SERVICES, LLC
PR
ST. LOUIS, MO
Benjamin Pierce Stroh
Benjamin StrohAdvisorCheck Check Mark
PFS INVESTMENTS INC.
IAR
RR
Skaneateles, NY
Michael Patrick Mcalpin
Michael McalpinAdvisorCheck Check Mark
INTELLICAPITAL ADVISORS LLC
IAR
PONTE VEDRA, FL
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.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.