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Adam D. Koos, CFP

President & Portfolio Manager

Libertas Wealth Management Group, Inc.

Columbus

OH

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Gradient Securities, LLC 10 months Nov 2013 - Sep 2014
Libertas Wealth Management Group, Inc. 4 years, 3 months Aug 2013 - Present
Libertas Wealth Management Group, Inc. 6 years, 7 months Apr 2011 - Present
Linsco/Private Ledger 6 years, 5 months Jun 2007 - Nov 2013
Koos Wealth Management, Inc. 6 years, 5 months Nov 2004 - Apr 2011

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Adam Koos

Follow the Money
Published 2015-09-23 08:16:38
STRS - The 4 Things You Need to Know
Published 2015-08-04 12:38:11
Is Apple in Correction Territory???
Published 2015-08-03 15:07:21
The Pink Tax
Published 2015-06-30 09:07:13
Flying Through Short-Term Turbulence
Published 2015-06-30 08:29:19
Bonds Under Pressure
Published 2015-06-30 08:27:13
Sell Your Stocks and Buy Gold?
Published 2015-06-30 08:25:58
Trend Following in Today's Stock Market
Published 2015-06-30 08:22:11
How Are You Paying for Financial Advice?
Published 2015-06-30 08:21:16
Don't Be Fooled by the Rally in Gold
Published 2015-04-29 17:18:51
Gold Futures Weaken; Silver Drops More Than 2%
Published 2015-04-29 17:21:08
Gold Set for Biggest Monthly Loss in 5
Published 2015-04-29 17:24:03
What Every Investor Should Know on May 1st
Published 2015-04-29 17:36:07
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    Im 25yrs old i had traditional 401K then switched to roth and now back to traditional. Investing 7%. Which is better?
    Hey Tunc... due to your age, my knee-jerk reaction is to recommend the Roth 401k. There are no income testing limits, so even if you "make too much" for a Roth IRA contribution, you can still contribute to the Roth-401k. With that said, I'd highly recommend talking to your CPA about this decision ...  (more)
    Answered Sep 2014
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        1
      • as of date
        Aug 2, 2017
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        1
      • as of date
        Aug 2, 2017
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on Aug. 3, 2017
        • $59.7M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 425
          number of clients
        • $140.5K
          Estimated Average Account Balance Per Client

      Libertas Wealth Management Group, Inc.

      Last updated on June 2, 2017
        • $68.3M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 723
          number of clients
        • $94.4K
          Estimated Average Account Balance Per Client

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements