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Adam Dean Koos

Libertas Wealth Management Group, Inc.

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About Adam Dean Koos

Adam Koos is a financial advisor registered in Florida, Ohio, and Texas. Adam is a Certified Financial Planner and has been in the industry for over 20 years, specializing in financial planning, portfolio management for individuals, and pension consulting. Adam has experience with various financial institutions, including Libertas Wealth Management Group, Inc., Gradient Securities, LLC, LPL Financial LLC, Raymond James Financial Services, Inc. and Edward Jones.

Firm Information

Adam Koos is currently registered with Libertas Wealth Management Group, Inc.. Libertas Wealth Management Group, Inc. is an investment advisory firm registered with the SEC. They provide financial planning, pension consulting, and portfolio management for individuals and high-net-worth individuals. The firm manages approximately $87.7 million in assets for 909 clients. They also offer a wrap fee program.

$87.71M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Koos’s Registration & Firm History

OH

01/24/2015 - Present

Libertas Wealth Management Group, Inc. (COLUMBUS OH)

OH

12/03/2013 - 09/02/2014

GRADIENT SECURITIES, LLC (DUBLIN OH)

OH

06/18/2007 - 11/20/2013

LPL FINANCIAL LLC (DUBLIN OH)

OH

12/03/2004 - 06/19/2007

RAYMOND JAMES FINANCIAL SERVICES, INC. (COLUMBUS OH)

MO

11/06/2001 - 12/07/2004

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 11/08/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/15/2007

Series 24 - General Securities Principal Examination

BC

Issued 02/04/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 11/05/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Dean Koos.
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