Adam Bea
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Burlington, KS
Credentials
Series 63, Series 65
Industry experience
8 years
About
Adam Bea is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He brings nearly a decade of experience in the financial industry, including roles as a Mutual Fund Wholesaler at Ivy Investments from 2019 to 2021 and as a Retirement Consultant at Empower Retirement from 2016 to 2019. His professional focus involves understanding clients' financial needs and goals to develop straightforward and implementable financial plans.
Adam holds an Arkansas Insurance License, which supports his work in providing financial consulting services. His approach emphasizes partnership with clients to create plans that allow them to concentrate on their priorities.
Client services
Based on Fidelity
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Occupation focus
Financial Professional
Location
Burlington, KS
Most active in
Adam B has reported serving >5 clients in these states in the last 12 months.
Kansas · Texas
Work history
Fidelity Investments
2025 - Present (1 year)
FIDELITY INVESTMENTs
2021 - Present (5 years)
Unemployed
2021 - 2021 (1 year)
Ivy Funds Distributor, Inc
2019 - 2021 (2 years)
Waddell & Reed, Inc
2019 - 2021 (2 years)
Empower Retirement/Great West Financial
2016 - 2019 (3 years)
AON Hewitt/National Flood Services
2014 - 2016 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Joel D
Series 66
Hartford, KS
Cetera
Joel Dieker is a financial advisor with Cetera based in Hartford, Kansas, holding a Series 66 designation and one year of industry experience. His background includes roles at various Cetera entities since 2024 and prior work in farming operations through Dieker Farms since 2010, where he is involved in animal care and crop management. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to multiple program structures supported by affiliated investment management and custodial platforms.
Richard C
Series 63, Series 66
New Strawn, KS
LPL Financial
Richard Croll is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2009. Outside of his advisory role, he serves as the elected County Treasurer for Coffey County, Kansas. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
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