Brian Chad Staats
Investment adviser representative at Adamsbrown Wealth Consultants LLC
38 yearsExperience
1 stateRegistered in
$1.1BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
38 years in the industry.
- Adamsbrown Wealth Consultants LLCJun 2020 to now
- Mcpholdings LLCJul 2019 to now
- W Holdings LLCDec 2018 to now
- Adams, Brown, Beran & BellJan 1988 to now
- Private Client ServicesJun 2020 to Mar 2025
- Hd Vest Insurance Agency, LLCNov 2018 to Jun 2020
- Hd Vest Advisory ServicesApr 2017 to Jun 2020
- Avantax Investment Services, Inc.Apr 2001 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (KS).
Adamsbrown Wealth Consultants LLC
$1.1BAssets managed
1,943Clients
15Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4413351
- Firm CRD
- 308410