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Adam Anthony Beard

Monarch Capital Management Inc

Fort Wayne, IN

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Current Employers
Monarch Capital Management Inc

127 W Berry Street Suite 402, Fort Wayne, IN 46802 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-02-11
  • IN RA
    APPROVED
    Since 2026-02-11

Branch Locations

127 W Berry Street Suite 402, Fort Wayne, IN 46802 • 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
OrganizationCityStateFromTo
High School Fort Wayne IN 08/2015 05/2019
Financial Planning Services Fort Wayne IN 10/2017 01/2018
Parkview Health Fort Wayne IN 05/2018 08/2018
Sym Financial Advisors Fort Wayne IN 09/2018 05/2019
Monarch Capital Management Fort Wayne IN 05/2019 Present
Financial Planning Services Fort Wayne IN 05/2017 08/2017
  • 08/2015 → 05/2019
    High School
    Fort Wayne, IN
  • 10/2017 → 01/2018
    Financial Planning Services
    Fort Wayne, IN
  • 05/2018 → 08/2018
    Parkview Health
    Fort Wayne, IN
  • 09/2018 → 05/2019
    Sym Financial Advisors
    Fort Wayne, IN
  • 05/2019 → Present
    Monarch Capital Management
    Fort Wayne, IN
  • 05/2017 → 08/2017
    Financial Planning Services
    Fort Wayne, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-18
  • S65 Uniform Investment Adviser Law Examination
    2025-12-18

View on SEC IAPD

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Other Offices

SOLVE CONSULTING GROUP, LLC · FORT WAYNE, IN
EDWARD JONES · FORT WAYNE, IN
YACKEE POTEMPA & SMALLEY ASSET MANAGEMENT · FORT WAYNE, IN
LPL FINANCIAL LLC · FORT WAYNE, IN
YACKEE POTEMPA & SMALLEY ASSET MANAGEMENT · Fort Wayne, IN
TRADEWELL TAX & FINANCIAL · FORT WAYNE, IN
WELLS FARGO CLEARING SERVICES, LLC · FORT WAYNE, IN
OSAIC WEALTH, INC. · Fort Wayne, IN

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