William David Beutel

Current Employers

Fiat Financial Planners

Wichita, KS • United States

Current Registrations

Authority	Category	Status	Date
KS	RA	APPROVED	2023-01-17

KS RA
APPROVED

Since 2023-01-17

Branch Locations

Wichita, KS • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Interserv International Services	Dallas	TX	05/2012	06/2026
The Mather Group, Llc	Chicago	IL	07/2015	01/2019
Rebate Texas Llc	Dallas	TX	07/2015	Present
Kansestate	Wichita	KS	10/2021	Present
The Mather Group, Llc	Chicago	IL	01/2019	11/2022
Emerald Bay Advisors Llc / Fiat Financial Planners	Wichita	KS	12/2022	Present

05/2012 → 06/2026

Interserv International Services

Dallas, TX
07/2015 → 01/2019

The Mather Group, Llc

Chicago, IL
07/2015 → Present

Rebate Texas Llc

Dallas, TX
10/2021 → Present

Kansestate

Wichita, KS
01/2019 → 11/2022

The Mather Group, Llc

Chicago, IL
12/2022 → Present

Emerald Bay Advisors Llc / Fiat Financial Planners

Wichita, KS

Previous Registrations

2014-09-15 → 2022-11-15

The Mather Group, Llc

Houston, TX

Chicago, IL

Wichita, KS
2013-01-01 → 2014-08-29

Dynamic Allocators Llc

Houston, TX
2011-10-06 → 2012-04-30

Allstate Financial Advisors, Llc

Colorado Springs, CO

Other Businesses

REAL ESTATE BROKERAGE (CURRENTLY UNDER REBATE TEXAS LLC DBA SOUTHERN HOMES, & SMARTER WAY REALTY & SOLEPROP); 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

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2005-11-16

S63 Uniform Securities Agent State Law Examination

2005-11-16

Designations

Other Names

David Beutel

View on SEC IAPD