Billy
Muhizi

Adamsbrown Wealth Consultants LLC

CRD#7305990
Investment Advisor
in Great Bend, KS

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About this Advisor

Billy Muhizi is a financial advisor working in Great Bend, Kansas who has 2 years of relevant experience. Muhizi works at Adamsbrown Wealth Consultants LLC. Over the course of their career, they have held roles at Adams Brown, Mcpherson College, Chs, Wewash Windows, Fresh Ideas, Lids, Tops Supermarket, Unemployed - Highschool Student, Unemployed - High School Student and Private Client Services. Muhizi maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Kansas. Adamsbrown Wealth Consultants LLC is a registered investment company operating out of Great Bend, KS. It has offices in six locations and a total of 17 employees. It controls $504 million in assets under management across its 2,532 client accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 2,532 accounts, just 11% are held by high-net-worth clients who have at least $1 million in investable assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fee types charged by Adamsbrown Wealth Consultants LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2006 Broadway Avenue Suite 2A
Great Bend, KS 67530

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Adamsbrown Wealth Consultants LLC Brokerage Details

Total Assets Under Management

$503,939,483

KS Average: $2,243,162,756
Total Number of Employees

17

KS Average: 44
Total Number of Accounts

2,532

KS Average: 4,091
Average Account Size

$199,028

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Billy Muhizi Work History

Billy has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Adams Brown

2020 - Present (4 years)

Private Client Services

2019 - 2020 (1 year)

Chs

2018 - 2020 (2 years)

Mcpherson College

2017 - 2020 (3 years)

Wewash Windows

2017 - 2018 (1 year)

Fresh Ideas

2016 - 2016 (< 1 year)

Lids

2016 - 2016 (< 1 year)

Tops Supermarket

2015 - 2016 (1 year)

Unemployed - Highschool Student

2011 - 2014 (3 years)

Unemployed - High School Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Billy Muhizi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Adamsbrown Wealth Consultants LLC

Shaun Kellar
Great Bend, KS
Clark Armor
Great Bend, KS
Grover Musser
Great Bend, KS
Billy Muhizi
Great Bend, KS
Jared Vitztum
Great Bend, KS
Trent Woodcock
Great Bend, KS
Jude Fox
Great Bend, KS
Jeffrey A Smith
Great Bend, KS

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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