Adam Koos Email & Phone Number
Founder and President, Sr. Financial Adviser @ Libertas Wealth Management Group, Inc.
5 free lookup(s).
Adam Koos Location
- Columbus, OH, US
Adam Koos Work
- 2004 -now Founder and President, Sr. Financial Adviser @
- 2022 -now Founder and Business Transition and Exit Planning Consultant @
- 2024 -now Co-Founder and Portfolio Manager @ Asbury Research - Powered by Libertas
- 2024 -now Founder and Consultant to Financial Advisors @
- 2001 -2004 Financial Advisor @
Adam Koos Education
- The Ohio State University
Bachelor's Degree (B.S. Finance; B.S. Psychology)
1996-2001
Adam Koos Skills
- Retirement Planning
- Fiduciary
- Portfolio Management
- Investment Management
- Investments
- Estate Planning
- Strategic Financial Planning
- Small Business
- Deferred Compensation
- Non-Qualified Deferred Compensation
- Wealth Management
- Engaging Public Speaker
- 401k
- Pensions
- Retirement
- Asset Management
- Leadership
- Investment Strategies
- Financial Advisory
- Asset Managment
- Financial Services
- Asset Allocation
- Business Planning
- IRAs
- Strategy
- Certified Financial Planner
- Wealth Accumulation
- Investment Advisory
- Tax-advantaged Investment Strategies
- Securities
- Fixed Annuities
- Finance
- Insurance
- Mutual Funds
- 403 b
- Employee Benefits
- Personal Finance
- Life Insurance
- Series 65
- Wealth Management Services
- Financial Planners
- Alternative Investments
- Disability Insurance
- Personal Financial Planning
- Long Term Care Insurance
- Etfs
- Unified Managed Accounts
- Sma
- Public Speaking
- Financial Reporting
- Series 7
- Accounting
- FINRA
- Risk Management
- Tax Advantaged Investment Strategies
- Term Life Insurance
- Business Development
- Non Qualified Deferred Compensation
- Separately Managed Accounts
- Series 63
Adam Koos Summary
- Adam Koos, based in Columbus, OH, US, is currently a Founder and President, Sr. Financial Adviser at Libertas Wealth Management Group, Inc.. Adam Koos brings experience from previous roles at ELEVATE, Asbury Research - Powered by Libertas, ADRENALINE Advisor Consulting and Edward Jones. Adam Koos holds a 1996 - 2001 Bachelor's Degree in B.S. Finance; B.S. Psychology @ The Ohio State University. With a robust skill set that includes Retirement Planning, Fiduciary, Portfolio Management, Investment Management, Investments and more. Adam Koos has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Libertas Wealth Management Group, Inc. Employees
Gina Howard
Director of Operations
Simpsonville, SC, US
Donna Koos
Accounting Specialist
Dublin, OH, US
Tiffany Lawrence
Administrative Assistant
Columbus, OH, US
Alyssa Goad
Operations Manager and Integrator
Columbus, OH, US
Kim Warrick
Lead Financial Adviser
Columbus, OH, US
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