Adam Dean Koos
Investment adviser representative at Libertas Wealth Management Group, Inc.
15 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$163.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
15 years in the industry.
- Libertas Wealth Management Group, Inc.Apr 2011 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 3 states (FL, OH, TX).
Libertas Wealth Management Group, Inc.
$163.1MAssets managed
319Clients
2Advisers
1 yearIn 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
- 4450982
- Firm CRD
- 157769