Brian
Staats
Adamsbrown Wealth Consultants LLC
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About this Advisor
Brian Staats is a financial advisor operating out of Great Bend, Kansas who has 3 years of relevant experience. Staats currently works for Adamsbrown Wealth Consultants LLC. Their career trajectory has included roles at Adams, Brown, Beran & Bell, Avantax Investment Services, Inc, Hd Vest Advisory Services, Hd Vest Insurance Agency, LLC, Mcpholdings LLC, Adamsbrown Wealth Consultants LLC, Private Client Services and W Holdings LLC. Staats maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Kansas. Adamsbrown Wealth Consultants LLC is a firm that has its headquarters in Great Bend, KS. It has offices in six locations and a total of 17 advisors. It administers $504 million in total assets across its 2,532 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 2,532 accounts, just 11% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Adamsbrown Wealth Consultants LLC has a diverse assortment 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 are based on the services. Fees billed by Adamsbrown Wealth Consultants LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Adamsbrown Wealth Consultants LLC Brokerage Details
$503,939,483
17
2,532
$199,028
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Brian Staats Work History
Brian has been registered as a financial advisor for 3 years.*
Adamsbrown Wealth Consultants LLC
Private Client Services
Mcpholdings LLC
W Holdings LLC
Adams, Brown, Beran & Bell
Hd Vest Insurance Agency, LLC
Hd Vest Advisory Services
Avantax Investment Services, Inc
*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 Brian Staats 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
Great Bend, KS
Great Bend, KS
Great Bend, KS
Great Bend, KS
Great Bend, KS
Great Bend, KS
Great Bend, KS
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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