Adam Bea
Advisor at Fidelity — Burlington, KS
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.
Credentials
Series 63, Series 65
Experience Industry experience
9 years
Location
Burlington, KS
Fidelity
Institution
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
See officeBurlington, KS
Burlington KS
Advisors at this office
1
Map unavailable
Most active in
Adam B has reported serving >5 clients in these states in the last 12 months.
Kansas · Texas
Work history
9 years of industry experience
Fidelity Investments
2025 - Present • 1 year
Boston, MA
FIdelity Investments
2021 - Present • 5 years
Overland Park, KS
Unemployed
2021 - 2021 • 1 year
Gardner, KS
Waddell & Reed, Inc
2019 - 2021 • 2 years
Shawnee Mission, KS
Ivy Funds Distributor, Inc
2019 - 2021 • 2 years
Shawnee Mission, KS
Empower Retirement/Great West Financial
2016 - 2019 • 3 years
Shawnee Mission, KS
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.
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