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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Staats is an Investment Advisor Representative with Adamsbrown Wealth Consultants LLC, Brian is a Registered Representative and Investment Advisor Representative in the state of Kansas. Brian has been in the industry since 2001. Brian has worked with Avantax Investment Services, Inc. in the past. Brian holds the Series 6, 7TO, 63 and 65 licenses. Brian is also a partner in several businesses, including Adams, Brown, Beran & Bell CHTD, ABBB Partners, LLC, Adams Brown, LLC, B & T Rentals LLC, RMS Solutions Inc and Tax Processors Inc. Brian also owns and manages several rental properties. Brian's primary office is located in Great Bend, Kansas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
KS
06/22/2020 - Present
Adamsbrown Wealth Consultants LLC (GREAT BEND KS)
KS
07/16/2001 - 06/25/2020
AVANTAX INVESTMENT SERVICES, INC. (Great Bend KS)
IA
Issued 03/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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