BS
Brian C. Staats
ADAMSBROWN WEALTH CONSULTANTS LLC
GREAT BEND, KS 67530
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CRD#: 4413351
BS
Professional summary
Brian Chad Staats is a registered financial advisor currently at ADAMSBROWN WEALTH CONSULTANTS LLC located in Great Bend, Kansas.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Brian has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) ADAMS, BROWN, BERAN & BALL CHTD. 1520 KANSAS AVENUE, GREAT BEND, KS 67530. ACCOUNTING/CPA FIRM. PRESIDENT-CEO. 190 HRS/MO; 160 DURING TRADING HRS. 2) ABBB PARTNERS, LLC. 1520 KANSAS AVENUE, GREAT BEND, KS 67530. CONSULTING AND ROYALTIES. PARTNER AND ACCOUNTANT. 5 HRS/MO; 5 DURING TRADING HRS. 3) ADAMS BROWN, LLC. 1520 KANSAS AVENUE, GREAT BEND, KS 67530. ACCOUNTING FIRM, PREPARATION OF TAX RETURNS, FINANCIAL STATEMENTS AND BUSINESS CONSULTING. 10 HRS/MO; 10 DURING TRADING HRS. 4) B & T RENTALS LLC. 2101 FOXGLOVE CIR, GREAT BEND, KS 67530. RENTAL MANAGEMENT. PARTNER-MANAGER. 10 HRS/MO; 0 DURING TRADING HRS. 5) BRIAN STAATS. 2101 FOXFLOVE CIR, GREAT BEND, KS 67530. RESIDENTIAL AND COMMERCIAL RENTALS. OWN AND MANAGE RENTAL PROPERTIES. 10 HRS/MO; 2 DURING TRADING HRS. 6) GROWTH STRATEGIST LLC. 1520 KANSAS AVENUE, GREAT BEND, KS 67530. M & A CONSULTING. SHAREHOLDER-CEO. .5 HRS/MO; .5 DURING TRADING HRS. 7) MCPHOLDINGS LLC. 1520 KANSAS AVENUE, GREAT BEND, KS 67530. COMMERCIAL REAL ESTATE HOLDING COMPANY - RENTAL. PASSIVE PARTNER. 0 HRS/MO; 0 DURING TRADING HRS. 8) RMS SOLUTIONS INC. 2101 FOXGLOVE CIR, GREAT BEND, KS 67530. PROPERTY MANAGEMENT AND CONSULTING. PRESIDENT. 40 HRS/MO; 5 DURING TRADING HRS. 9) TAX PROCESSORS INC. 1520 KANSAS AVENUE, GREAT BEND, KS 67530. TECHNOLOGY COMPANY. PRESIDENT-CEO. 5 HRS/MO; 5 DURING TRADING HRS.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Chad Staats's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 22, 2020 - Present
ADAMSBROWN WEALTH CONSULTANTS LLC
Office #1: 2006 Broadway Avenue Suite 2a, Great Bend, KS 67530RIA
CRD#: 308410
GREAT BEND, KS
Past
June 29, 2020 - March 21, 2025
PRIVATE CLIENT SERVICES, LLC
BD
CRD#: 120222
Great Bend, KS
Past
April 12, 2017 - June 25, 2020
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Great Bend, KS
Past
July 16, 2001 - June 25, 2020
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Great Bend, KS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ADAMSBROWN WEALTH CONSULTANTS LLC
ADAMSBROWN WEALTH CONSULTANTS LLC
CRD#: 308410 / SEC#: 801-118670
RIA
Registered Investment Advisory firm - (5/7/2020 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kansas(6/22/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/10/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
AW
ADAMSBROWN WEALTH CONSULTANTS LLC
ADAMSBROWN WEALTH CONSULTANTS LLC
CRD#: 308410 / SEC#: 801-118670
RIA
Registered Investment Advisory firm - (5/7/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
358 N Main Street Suite 100, Wichita, KS 67202
Mailing Address
Phone number
(316) 683-2067
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,991 |
| AUM (Assets Under Management) | $ 880,935,144 |
Red Flags
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