Adam D. Koos
LIBERTAS WEALTH MANAGEMENT GROUP
Columbus, OH 43220
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CRD#: 4450982
Professional summary
Adam Dean Koos, CFP® is a registered financial advisor currently at LIBERTAS WEALTH MANAGEMENT GROUP, INC. located in Columbus, Ohio.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Adam has worked at 5 firms and has passed the Series 63, Series 31, Series 7 and Series 24 exams.
Biography
Adam started his career in 2001 and has been named one of Central Ohio's "People to Know by Columbus Business First. He was honored as a "Five Start Wealth Manager" by Five Star Professionals in Columbus Monthly Magazine, is a recipient of the 2011 Business First Greater Columbus "Forty Under 40" award, 5 time winner of Columbus CEO Magazine's "Best of Business" awards (winning "Best Financial Advisory Firm"), and was the 2011 small business winner of the Better Business Bureau's "Torch Award for Ethics & Trust."
Adam is married and has two young sons. He lives in Dublin, OH with his family and in his free time likes to compose his own, original music, play volleyball and cheer on The Ohio State Buckeyes.
Question & Answer
What are your service offerings?
Business Succession Planning
Divorce Planning
Estate Planning
Retirement Planning
Comprehensive Financial Planni...
Insurance Planning
Investment Planning
Employee and Employer Plan Ben...
Elder Care
Education Planning
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Medical Professionals
Socially Responsible Investmen...
Women's Financial Planning Iss...
What is your minimum asset requirement?
1
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Adam Dean Koos'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®
CFP®
Start date: 2008
Experience
Current
November 8, 2013 - Present
LIBERTAS WEALTH MANAGEMENT GROUP, INC.
Office #1: 5003 Horizons Dr. Suite 200, Columbus, OH 43220RIA
CRD#: 157769
Columbus, OH
Past
December 3, 2013 - September 2, 2014
GRADIENT SECURITIES, LLC
BD
CRD#: 127701
DUBLIN, OH
Past
June 20, 2007 - November 20, 2013
LPL FINANCIAL LLC
RIA
CRD#: 6413
DUBLIN, OH
Past
June 18, 2007 - November 20, 2013
LPL FINANCIAL LLC
BD
CRD#: 6413
DUBLIN, OH
Past
January 12, 2005 - June 19, 2007
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
COLUMBUS, OH
Past
December 3, 2004 - June 19, 2007
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
COLUMBUS, OH
Past
November 6, 2001 - December 7, 2004
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
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".
LIBERTAS WEALTH MANAGEMENT GROUP, INC.
LIBERTAS WEALTH MANAGEMENT GROUP, INC.
CRD#: 157769 / SEC#: 801-133776
RIA
Registered Investment Advisory firm - (6/30/2025 Approved)Florida
Registered Investment Advisory firm - (7/14/2025 Terminated)Ohio
Registered Investment Advisory firm - (7/14/2025 Terminated)Texas
Registered Investment Advisory firm - (7/14/2025 Terminated)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
Florida(3/21/2017)
IAR
Ohio(11/8/2013)
IAR
Texas(1/24/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
LIBERTAS WEALTH MANAGEMENT GROUP, INC.
LIBERTAS WEALTH MANAGEMENT GROUP, INC.
CRD#: 157769 / SEC#: 801-133776
RIA
Registered Investment Advisory firm - (6/30/2025 Approved)Florida
Registered Investment Advisory firm - (7/14/2025 Terminated)Ohio
Registered Investment Advisory firm - (7/14/2025 Terminated)Texas
Registered Investment Advisory firm - (7/14/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5003 Horizons Dr. Suite 200, Columbus, OH 43220
Mailing Address
Phone number
(614) 543-1350
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,029 |
| AUM (Assets Under Management) | $ 123,873,227 |
Red Flags
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