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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst20 years in industry

WILLIAM DAVID BEUTEL

Advisor at FIAT FINANCIAL PLANNERS

WICHITA, KS

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Search this name across graphsid dfx:ria:00124168-7c36-6439-0666-e32bbc0ac112

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 6, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FIAT FINANCIAL PLANNERS
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 16, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S63
First exam: Nov 16, 2005
First registration: Oct 6, 2011
Dual registered: no
Other names: DAVID BEUTEL
IAPD individual key: 5056016

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FIAT FINANCIAL PLANNERS	State registered	Jan 17, 2023	n/a	yes	WICHITA, KS	Current employment
THE MATHER GROUP, LLC	Independent wealth	Sep 15, 2014	Nov 15, 2022	no	HOUSTON, TX\|CHICAGO, IL\|Wichita, KS	Previous registration
DYNAMIC ALLOCATORS LLC	n/a	Jan 1, 2013	Aug 29, 2014	no	HOUSTON, TX	Previous registration
ALLSTATE FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Oct 6, 2011	Apr 30, 2012	no	COLORADO SPRINGS, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
THE MATHER GROUP, LLC	FIAT FINANCIAL PLANNERS	Nov 15, 2022	Jan 17, 2023	63	Firm change	RIA to state RIA
DYNAMIC ALLOCATORS LLC	THE MATHER GROUP, LLC	Aug 29, 2014	Sep 15, 2014	17	Firm change	Other
ALLSTATE FINANCIAL ADVISORS, LLC	DYNAMIC ALLOCATORS LLC	Apr 30, 2012	Jan 1, 2013	246	Firm change	Other

Relationships

Registered with (4)

→ FIAT FINANCIAL PLANNERSRegistered adviserregistration: current employment
Jan 17, 2023 to presentfactForm ADV
→ THE MATHER GROUP, LLCRegistered adviserregistration: previous registration
Sep 15, 2014 to Nov 15, 2022factForm ADV
→ DYNAMIC ALLOCATORS LLCRegistered adviserregistration: previous registration
Jan 1, 2013 to Aug 29, 2014factForm ADV
→ ALLSTATE FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 6, 2011 to Apr 30, 2012factForm ADV

Dated events

Occurred
Nov 15, 2022
Advisor changed firm
William David Beutel left The Mather Group, Llc for Fiat Financial Planners (registered 2023-01-17)
Form ADVobserved 6 days ago