Jared
Vitztum
Adamsbrown Wealth Consultants LLC
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About this Advisor
Jared Vitztum is a financial advisor who works in Great Bend, Kansas with a total of 1 year of relevant experience. Vitztum works at Adamsbrown Wealth Consultants LLC. Throughout their career, Vitztum has worked at Full-Time Education, Adams Brown, Fdic, Fort Hays State Univ, Tmp & Fhsu and Private Client Services. Vitztum maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Kansas. Adamsbrown Wealth Consultants LLC is a financial advisory firm based out of Great Bend, KS. It has offices in six locations and a total of 17 employees. It manages $504 million in assets across its 2,532 accounts, placing it among the larger firms in the United States by assets under management. Of its 2,532 accounts, just 11% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fee schedules largely are based on which service is offered. Fees charged by Adamsbrown Wealth Consultants LLC 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
Jared Vitztum Work History
Jared has been registered as a financial advisor for 1 years.*
Adams Brown
Private Client Services
Fort Hays State Univ
Adams Brown
Fdic
Fort Hays State Univ
Full-Time Education
Tmp & Fhsu
*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 Jared Vitztum 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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