Duane Moppin
Investment adviser representative at Adamsbrown Wealth Consultants LLC
23 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
23 years in the industry.
- Adamsbrown Wealth Consultants LLCNov 2025 to now
- Marsh MclennanMar 2019 to Oct 2025
- Mma Securities LLCMar 2019 to Oct 2025
- UnemploymentMay 2017 to Mar 2019
- State Street Bank and Trust NAMar 2003 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7087676
- Firm CRD
- 308410